During November, Octopus Investments will be hosting a series of events that may be well worth your while going along to.
Chances are, you already have several clients who may find themselves in a situation where a tax-efficient investment could be of interest.
A good example is a client who might have exceeded their pension contribution allowance. Or a client looking to reduce their income tax liability. Or one who would like to extract money from a business more tax-efficiently. So you may be interested in Tax-efficient Investing in the 2020s - a series of live seminars hosted by the UK’s largest provider of venture capital trusts (VCTs) and investments that qualify for Business Property Relief (BPR).
Each event will explore some of the different client scenarios where a tax-efficient investment can help.
You’ll also hear more from a member of the Octopus Ventures team managing Octopus Titan VCT, the most popular venture capital trust in the market by funds raised, which has just re-opened for new investment.
And as an added benefit, attendees also get 1 hour and 45 minutes of CPD.
Some risks to keep in mind
- The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
- Tax treatment depends on individual circumstances and could change in the future.
Tax reliefs depend on portfolio companies and VCTs maintaining their qualifying status.
Octopus products are not suitable for everyone. Any recommendation should be based on a holistic review of your client's financial situation, objectives and needs. We do not offer investment or tax advice. This advertisement is not a prospectus. Investors should only subscribe for shares based on information in the prospectus and Key Information Document (KID), which can be obtained from octopusinvestments.com. Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No. 03942880. Issued: October 2019. CAM008808.