Tax Efficient Investing for Corporate Clients

Online Masterclass

Tuesday 1st June 2021, 10am to 11am

With so many people affected by the COVID pandemic and Brexit, a lot of financial advisers are reporting an increase in business owners seeking advice after deciding to either sell their company or retire. So, in this session, Martin will cover:

An overview of Business Sales and Tax Efficient Products

The threat of Businesses holding surplus cash / non trading assets, and the opportunities.

Pre-sale/retirement planning.

Post-sale/retirement planning.

As a reminder, all our Masterclasses qualify for CPD.

Book your place HERE



Martin Perrett

Martin has over five years’ experience in tax-efficient investments having previously worked at TIME Investments.