Tax-efficient returns and the new advice landscape

This on demand webinar was recorded on 29 November 2023. All information will have been correct at the time, but some statistics and deadlines may now be out of date.

You can still submit questions, but these won't be answered in the Q&A. Instead a member of our team will get in touch with an answer.

The situation you and your clients face is radically different to even a year ago.  

With rates on risk-free cash savings as high as 6%, there are fewer opportunities to advise on.  

For suitable clients, many will be considering higher risk investments because the target returns and level of research required are sufficient to demonstrate the value of the advice provided.  

In this environment, tax-efficient investments should be on the agenda. Through the combination of tax relief and returns potential, these investments could have a meaningful outcome for the right client.  

The studio webinar will cover:  

• How interest rates and the economy will affect your business. 
• Understanding tax-efficient investments available and why the combination of returns and tax relief is powerful.  
• The demand for private markets and how your clients can access them through tax-efficient investments. 
• Spotting opportunities for advice in your client bank. 
• Practical next steps.

Key risks of tax efficient investments to bear in mind:

• Tax-efficient investments place investor capital at risk. Investors may not get back the full amount they invest.
• Tax treatment depends on individual circumstances and tax rules could change in the future.
• Tax relief depends on portfolio companies maintaining their qualifying status.
• The shares of smaller and unquoted companies could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell.

Tim Dickens

Investment Specialist