CoInvestor Breakfast Series – Guilford – “Looking Beyond Equity and Bonds – How Tax-efficient Investments are more than just for Tax Planning”
Guildford GU2 7XZ
MJ Hudson Allenbridge will present at a series of tax-efficient breakfast presentations, organised by CoInvestor. The breakfast are designed to enable financial advisers to learn more about the advantages of tax-efficient investments.
EIS, VCT, IHT and social impact investments are often seen as just tax planning tools. ‘Looking beyond Equity and Bonds’ explores the additional advantages of adding tax-efficient investments to your clients’ portfolios, aside from for tax planning purposes.
Each breakfast event is CPD qualifying, free to attend and features guest speakers from fund management firms Foresight, Oxford Capital, Resonance and Triple Point each presenting on a different tax-efficient asset type.