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

Описание: 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

Risk Warning:
DSW Ventures invests on behalf of clients capable of making their own investment decisions and who understand clearly the risks involved in investing in early-stage companies, which includes illiquidity and the potential loss of the entire investment. We do not invest on behalf of retail investors. Please contact us or seek professional independent guidance if you are not sure of your status. We cannot guarantee that investors will receive or retain SEIS, EIS, or other tax advantages which are subject to many restrictions and qualifying conditions. This notification and any materials presented at the event or supplied subsequently do not constitute tax advice. DSW Ventures is not a tax adviser and you should seek professional tax advice.