Tax Alpha – tax planning strategies that deliver added value to your clients
Contribute to your CPD. Learn how to make the most of financial planning strategies to maintain long-lasting client relationships. This webinar will feature speakers from UBS Wealth Management who will guide you through these strategies.
Clients know that a personal financial plan built around sound tax planning, protecting investment assets and preserving returns has a much greater chance of success than a plan which focuses on investment performance alone.
To help you build more durable and profitable relationships, speakers from UBS Wealth Management will outline pro-active financial planning strategies that will help you deliver tangible value to your clients:
The importance of making best use of tax reliefs and allowances – how "tax alpha" can protect and enhance investment gains
Pension accumulation options for high-earners whose pension funding potential is limited by the Annual Allowance taper
The impact of effective tax rates through the accumulation and post-retirement lifetime of a pension
Ideas for efficient accumulation pre-retirement, for example when investing in commercial property in a SIPP
Ways of making best use of tax-efficient investments such as VCT, EIS and SITR pre- and post-retirement
Options for clients relying on dividend income from concentrated portfolios or single stocks, particularly where accumulated CGT liability is an issue