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.
Daniel was a founding investor in GrowthInvest and has been Chief Executive and Chairman of the Investment Committee since 2012.
Prior to this, he worked in finance for nearly 20 years, managing institutional and private funds focusing on equities and derivatives.
Daniel managed the UK division of Van der Moolen Equities AG and more recently founded the equity derivatives boutique Ten Derivatives LLP.
Daniel has been an angel investor and mentor of high growth businesses for many years. He is passionate about increasing efficiency and transparency within the alternative investment sector.
Register now to hear Daniel discuss the role of platforms.
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!