MASTER: Tax-Investments, Trusts and Bonds

Introducing our brand new MASTER! Tax and bonds have been two of our most asked-after topics, so we have pulled together a detailed session which is perfect for those who are stepping into the market.

Find out more about our MASTER events below:

Who’s hosting?

Christian Markwick, Head of Adviser Support – Apricity Compliance 

Sarah Wakefield, Business Development Manager – Oxford Capital

Ash Kapasi, Account Manager – Prudential

MASTER: Tax-Investments, Trusts and Bonds


Compliance Complexities – Apricity 

Content TBC.

Demystifying EIS – how EIS can fit within a modern portfolio – Oxford Capital

Do you want to learn more about EIS and investing in early stage companies? This session will focus on demystifying EIS to help you and your clients build a better understanding of the tax reliefs on offer and how EIS can solve particular tax planning scenarios. It will also outline the timescales for EIS investing, when to invest in EIS, the HMRC’s timescales and administrative timelines –  while also outlining the differences between investing in EIS vs a VCT, which scheme may be more appropriate for your client’s needs and specific scenarios that EIS may support such as selling a second home, a client with a CGT gain, and those looking to protect against IHT.

Relevant to both those advisers experienced in EIS and those investing for the first time this session will provide in-depth commentary on the market and will highlight why EIS should form part of a modern portfolio, and the outlook for EIS in the current environment.

Learning objectives

By the end of the session, delegates will be able to:

  • Outline the key EIS tax reliefs, how to use them and the practical application of EIS.
  • Explain the specific investment scenarios that EIS may fulfil and the difference between EIS and VCT investing.
  • Summarise the potential risks of EIS investing and the strategies a VC manager will put in place to mitigate these risks.

Taxation of trusts and bonds – Prudential

Content TBC.

When? 23rd November 2022.
Where? Online
Cost? Free!


Nov 23 2022


9:30 am - 12:00 pm


Apricity Compliance


Apricity Compliance
01325 952 969
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