Struggling to deploy funds for your clients this tax year? Join us on Thursday 4th March 10-11:30am as we do the work for you and present an easy to follow guide on the exact steps to take and funds available for maximum tax efficiency before April 5th.
Our expert panel will also be discussing tax implications arising from the budget, making sure you are fully informed.
Mark has over twenty years experience in Financial services and prior to becoming Director General of the EIS Association, he was Head of Research and Development at Mazars, a leading UK financial planning firm.
Mark is highly qualified being a Certified Financial Planner, Chartered Financial Planner, Chartered Wealth Manager and Fellow of the Personal Finance Society and also sits on the Chartered Institute of Securities and Investments Accredited firms committee and TISA’s Distribution Policy Council.
Mark’s involvement with EIS began 8 years ago and he has since championed EIS investing within a financial planning context and is extremely passionate about promoting the industry, increasing its effectiveness and ensuring the private sector continues to drive much needed funding to small companies.
The EIS Association (EISA) is reaching out to encourage wealth managers, regulated advisers and financial planners to join them and play a more active role in this increasingly mainstream area of financial planning. So please signup to become a member. It’s free so click Joining EISA to find out more!