As part of their ongoing Seminar and events programme Lee Devonald and Chris Webb invited a number of Accountants and existing clients to the Lawn, Rochford to attend the first Liberty Wealth Management CPD Estate Planning Masterclass.
The guest speaker for the event was Vince Keen from Octopus Investments. Vince’s presentation centred around the following 4 key areas.
- Knowledge of the benefits and risks of Business Property Relief (BPR)
- Overview of Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT)
- An understanding of some key tax planning ideas
- The means of identifying clients who may benefit from tax planning solutions
Octopus Investments have been chosen by St. James's Place as a strategic partner to offer HMRC approved Tax mitigation schemes. Vince explained that these schemes are legitimate and HMRC approved ways in which Clients can legally save tax, particularly inheritance Tax.
The excellent Feedback from those who attended was very pleasing and it is our intention to run another of these CPD events next year. We are always keen to work closely with both local Accountants and Solicitors when it comes to Tax planning.
Please click here to register your interest for our next event.