Webinar: Tax planning in today’s economy
Monday 19 September at 2pm, one hour’s CPD
The economy and outlook has transformed over the past two years.
We’ve seen high inflation1, uncertainty in listed equity markets2, and soaring receipts across inheritance3, income tax4 and capital gains tax5.
But change often brings about new opportunities to add value to a client’s planning.
Today is no different.
In this webinar hosted by Octopus Investments, they’ll be looking at some of the ways you could help clients diversify and support their tax planning, focusing on opportunities in private markets.
Tune in to learn:
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How clients can target inflation-beating growth and diversify away from listed markets.
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How your clients can gain access to private market investments, and how this could support your clients’ tax planning.
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Get inspired with planning scenarios including clients who need to plan for high income tax and capital gains tax liabilities, landlords looking to sell up, clients who need to revisit estate planning, and much more.
Joining them will be special guests and industry experts, including a fund manager from one of Europe’s largest venture capital teams, and Dr Brian Moretta, Head of Tax Enhanced Research at Hardman & Co.
Sign up now >>
1Inflation and price indices, Office for National Statistics, 17 August 2022
2Why global equities are so volatile right now, FT Adviser, 7 June 2022
3National statistics: Inheritance Tax statistics: commentary, HMRC, 28 July 2022
4CG: Current receipts: Taxes on income: PAYE income tax: £m CPNSA, Office for National Statistics, 19 August 2022
5National statistics: Capital Gains Tax commentary, HMRC, 4 August 2022
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