Tax Planning seminar

Beaufort Financial held another well-received Tax Planning seminar in November, attended by both clients and professionals.

Four investment providers presented on different investment types as well as innovative cashflow planning solutions for businesses. Ash Hull and Chris Knight from Beaufort Financial gave excellent presentations proving that thinking about investments can be exciting. They discussed EIS and VCT investments, Business Relief and AIM portfolios, taking account of how to invest in film productions as well as exciting start-ups. Who needs Dragons’ Den when your IFA can help you invest in the next app or start-up business? The seminar was very well received, typical comments included:

Best adviser case studies I’ve ever see from Ashley and Chris with simple, easy to understand explanations.

Really enjoyed the case studies- felt very relevant to me personally and to clients who want to plan.