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Programme: Personal Effectiveness
Course: Alternative Tax Efficient Investments Seminar

A significant number of higher earners are finding that the rules around pension savings are restricting their ability to save via pensions. This includes issues around Lifetime Allowance, Annual Allowance, Tapering and Carry Forward.

This seminar will provide an introduction to the main types of alternative tax efficient savings and investment opportunities and set out the features, benefits and risks of these opportunities. 

If your pension saving is limited or stopped and you wish to continue to save using tax efficient investments then this seminar is for you.


The seminar will consider:

  • Pension saving restrictions
  • Personal savings allowances
  • Understanding ISA’s
  • Learn about VCT’s & EIS’s
  • Using Business Property Relief


Chadwicks Independent Financial Advisers provide the financial speaker who is experienced, qualified and able to discuss complex investments in a clear and concise manner. 

This seminar lasts for 1 hour and includes opportunities for questions and also to arrange a complimentary one-to-one appointment for individuals seeking further help or advice.


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