Tax-Efficient Investing Workshop
December 2nd London, December 4th Manchester
9:30am - 12:30pm
This advanced tax-efficient workshop will provide delegates with a detailed insight into essential planning for clients seeking tax reduction and mitigation for investments.
A focus of the session will be case studies for wealth creators and high earners, as well as important information on company and trust investing. An intensive presentation will be followed by examples and discussions, with the overall theme of tax-efficient investing considered across the following areas of practice:
Tax-Efficient Investments
Tax-Reducing Investments
Personal Financial Planning
- ISAs, Friendly Societies, Property and other tax-efficient investments
- EIS, VCT’s, EZ Syndication, Forestry and other tax-reducing investments
- Life Settlements – how tax-efficient are they?
- Pensions as tax-efficient and tax-reducing investments. Coping with HMRC directives on reducing tax using pension contributions for very high earners
- Investment bonds vs collectives
- How to reduce your tax bill to nil, if you earn over £150,000
Corporate Financial Planning
- Tax-reducing and tax-efficient corporate investments
Trust Financial Planning
- How best to structure trust investments with 50% trust income tax and 42.5% dividend tax coming in 2010
By the end of the workshop, to be presented by leading financial planner and author Tony Granger, delegates will have the tools to provide a broader range of clients with assured and expert investment planning, and will take away with them specific strategies for use in the advisory business.
Tony Granger
Tony Granger is a certified financial planner with a legal, economics and financial background. He provides comprehensive financial planning frameworks for individuals, businesses and trusts, and works closely with accountants and solicitors in developing innovative financial planning for their clients.
He is the author of popular ‘how to’ books in pensions, education fees planning, inheritance tax and trusts, retirement planning, investments and other areas. He is known for his innovation in financial services and recognising trends to boost business. He brought out the first EIS Fund approved by HMRC, the first annuity bureau, the first independent trust advisory service for trust reviews and regularly trains IFAs, accountants and solicitors and their clients.
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