CPD Hours Level
Learn Live 1.5 IntermediateInformation
SRA Competency B


This new virtual classroom seminar will assist private client advisers looking to offer their clients advice on the most tax efficient way to hold investments, taking into account the various vehicles they can be held through.

With the upcoming increase in corporation tax rates in 2023, a review of existing structures is advisable.

The session will also consider the various valuable tax reliefs available on certain investments and how to ensure these are secured.

It is suitable for private client advisers who offer holistic advice to their entrepreneurial clients.

What You Will Learn

This live and interactive session will cover the following:

  • Which vehicle to hold investments through
  • The importance of understanding capital or income growth
  • Specific tax reliefs including SEIS/EIS and investors’ relief
  • Whether a family investment company is still viable
  • A case study to amalgamate many of the solutions offered

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.

Book now

Future dates are coming soon.
Please let us know if you wish to be notified.
Prices (ex VAT)
Plan Information
Ticket Information
Group bookings
Discounts are available for multiple places. If you have 5 or more people interested in participating in this virtual learning session please email us at group@mblseminars.com for more information.

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