DSW Ventures: P-FIS: Pension Fund Tax Planning with SEIS and EIS Investments скачать в хорошем качестве

DSW Ventures: P-FIS: Pension Fund Tax Planning with SEIS and EIS Investments

Since pensions were brought into the Inheritance Tax net, many families are discovering that the assets they spent a lifetime building may not pass on as expected. At DSW Ventures, working alongside leading national tax advisers, we’ve developed a strategy to protect your pension legacy. P-FIS – Pension Fund Investment in S/EIS - is a structured approach designed to help individuals take control of pension wealth during their lifetime to mitigate tax for the next generation, whilst also supporting UK enterprise. The strategy is designed to: Extract pension capital tax-efficiently during lifetime Create optionality over how capital is used or passed on Support early-stage UK businesses Reduce the IHT impact on assets over time In this webinar, you will learn more about: The current pension and IHT landscape How DSW Ventures P-FIS works in practice Risks, considerations and suitability Real-world planning scenarios