Advanced income tax mitigation - Equilibrium

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    Advanced income tax mitigation

    • Thursday 08 February, 2024
    • 16:00 – 17:30
    • The Shard, 32 London Bridge St, London SE1 9SG
    the shard hero right

    With tax year end approaching, discover the power of VCTs (Venture Capital Trusts) and EISs (Enterprise Investment Schemes) for higher and additional rate taxpayers. The session will explore the benefits, including 30% income tax relief, as well as considering the risks with these products and Equilibrium’s own selection process.

    The afternoon will be hosted by our very own Portfolio Manager, Neal Foundly and Chartered Financial Planner (and Equilibrium Partner), Andy Baker. They will be joined by guest speaker, Business Development Manager, Charlie Evans of Foresight Group, who will be lending his expertise on these specialised investments.

    Foresight Group is an asset manager that aims to provide attractive returns from hard-to-access infrastructure and private equity markets in diversified and sustainable portfolios for both institutional and retail investors.

    Please note this event is free. Spaces are limited and will be allocated on a first-come, first-served basis.

    Itinerary of the event:

    4:00 – 4:30pm: Arrival and refreshments

    4:30 – 5:30pm: Presentation and Q&A

    Reasons to attend

    • The session will be most helpful for people who are higher or additional rate tax payers and particularly so for people who are subject to a tapered pension allowance.
    • Discover how to save 30% income tax, defer capital gains, receive tax free dividends and mitigate IHT.
    • Understand the risks and potential returns that come with VCTs and EISs, and how Equilibrium manage risk through our selection process.
    • Learn about the investments made by Foresight, one of Equilibrium's preferred providers.

    Your friendly experts

    Speaker image

    Andy Baker

    Partner and Chartered Financial Planner - Equilibrium Financial Planning Andy enjoys making a real difference in the lives of his clients by constructing financial plans that enable them to focus on the things that matter most.
    Speaker image

    Neal Foundly

    Portfolio Manager - Equilibrium Investment Management With over 30 years experience of managing investments, Neal still gets a buzz from the challenges and decisions he faces as Portfolio Manager.
    Speaker image

    Charlie Evans MSc

    Business Development Manager - Foresight Investment Specialist Division Charlie Evans currently serves as a core member of Foresight's Investment Specialist Division, where he oversees the distribution of their listed strategies in the UK and internationally.

    Location

    The Shard, 32 London Bridge St, London SE1 9SG
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    Book your place at our upcoming advanced income tax mitigation event via the button below

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