Mercia EIS Funds

WEBINAR: EIS tax planning case studies

27th May, 2021

When thinking about financial planning, considering the various relevant taxes is inevitable. Managing the taxes which result from good financial planning is therefore an important consideration.

Mercia has a long track record of wrapping high-performing investment portfolios with EIS, that not only offers tax benefits for this high-growth portfolio, but also enables tax benefits to be claimed on your clients’ other investments, such as equities and property etc.

This is a technical webinar and is targeted for advisers, wealth managers, paraplanners and administrators. During this session, we will provide EIS tax planning case studies on how to effectively manage:

– Income Tax
– Capital Gains Tax
– Inheritance Tax

Our in-house expert Russell Fryer will discuss the benefits of these strategies with Dr. Paul Mattick.

Past performance is not a reliable indicator of future returns.

Visit Mercia’s EIS area

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