Unlocking Pensions Using Tax Efficient Investments

Join us for a morning of insight into the world of specialist investments options with Praetura.

9:00 - Arrivals with Coffee and Breakfast

9:30 - PFS introduction (Simon & Mohamed)

9:40 - First Session with Peter Marsland. He will cover:

Pensions and IHT Changes

IHT Focus:

• Business relief solutions
• Interactive discussion: What is your experience?
• Types of clients these solutions might be right for

11:00 - Coffee Break/Networking

11:15 - Second Session with Caroline Flagg

Tax efficient private market vehicles:

• VCT (Venture Capital Trusts) and EIS (Enterprise Investment Schemes)
• Structure of the investments
• Interactive discussion: Success stories and challenges
• Types of clients these solutions might be right for

Best Practice & Market Insights:

• What makes this approach different in the market
• Gifting out of income strategies
• Other IHT planning best practices

12:30 - Networking

13:00 - Session closed

Speakers:

Praetura Investments

Since 2011, the Praetura team has been providing market-leading investments for advisers and investors. Their team of experts from across the industry is passionate about finding the best opportunities in EIS, VCT and BR qualifying companies.