We are hosting a series of seminars on estate and succession planning, specifically around the use of Venture Capital Trusts (VCTs).

Our CPD accredited seminar will act as a refresher on tax rules and will also provide financial planning ideas to benefit your clients and potentially unlock professional connections.

Agenda:

• Overview of the VCT landscape
• The impact of VCT rule changes
• Ways to research, invest and hold VCTs
• Financial planning ideas for VCTs