Tax Efficient Investments - A 30 Minute Guide for Private Client Advisors

Introduction

Following the major changes to inheritance tax announced in October 2024, being as tax efficient as possible is now of even greater importance.

This short webinar is suitable for private client tax advisors who help structure their clients’ affairs.

The impact on an individual's taxation position will be considered and how various types of investments should be held to obtain maximum tax benefits and reduce the overall tax burden.

If you are a practitioner advising clients in this complicated area or are working in tandem with a tax advisor, then this webinar is for you.

What You Will Learn

The webinar will cover the following:

• Options available
• The interaction between the different taxes
• Tax reliefs available to individuals and companies
• Are pensions as tax efficient as they used to be?
• The difference between investments owned personally and those owned through a trust

This pre-recorded webinar will be available to view from Thursday 19th March 2026

Alternatively, you can gain access to this webinar and 1,900+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.