05/27/2021 | Press release | Distributed by Public on 05/27/2021 11:06
When thinking about financial planning, considering the various relevant taxes is inevitable. Managing the taxes which result from good financial planning is therefore an important consideration.
Mercia has a long track record of wrapping high-performing investment portfolios with EIS, that not only offers tax benefits for this high-growth portfolio, but also enables tax benefits to be claimed on your clients' other investments, such as equities and property etc.
This is a technical webinar and is targeted for advisers, wealth managers, paraplanners and administrators. During this session, we will provide EIS tax planning case studies on how to effectively manage:
- Income Tax
- Capital Gains Tax
- Inheritance Tax
Our in-house expert Russell Fryer will discuss the benefits of these strategies with Dr. Paul Mattick.
Past performance is not a reliable indicator of future returns.