Tax & Trusts

Tutors:

• Paul Latham, Octopus Investments
• Andrew Sherlock, Oxford Capital

Learning outcomes:

1. The investment risk/reward characteristics of EIS and VCTs
2. The role of EIS and VCT in an overall investment portfolio

Tutor:

• Paul Latham, Octopus Investments

Learning outcomes:

1. The latest IHT rules
2. How Business Property Relief is used in IHT planning
3. The tax implications of BPR