Review complaints related to Venture Capital products like VCTs and EIS schemes and DB pension transfer advice. * Conduct case reviews, assess various provider responses, and progress cases through ...
Develop marketing plans for each fund product (EIS, SEIS and Angel Syndicate) with look forward marketing campaigns to support each fund * Work with the wider team to brainstorm content ideas ...
Complaints relating to Venture capital products such as VCTs and EIS schemes and DB pension transfer advice. * Carry out customer contact (where required) to conclude Suitability Assessment * Perform ...
Working closely with the advisers, you will be conversant in all pensions including Defined Benefits as well as EIS/VCT and other tax advantaged investments. Providing support throughout the advice ...
Preparation of EIS returns * Ad-hoc projects as required by clients * Acting as a major point of contact for clients You will:Hold a recognised accounting qualification, be close to qualifying or ...
Have broad knowledge of esoteric products, including VCT and EIS investments and structured products * Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts and both DC and DB pension ...
Advising on EIS, VCT and SEIS investment reliefs for private clients Key words : Personal Tax, Tax processing, practice, ATT, CTA, Central London, Shadwell, Islington, Dalston, Hackney, Tax ...
... EIS, dealing with HMRC enquiries for clients etc. Contact Us Please apply below to discuss the opportunity further
The role will have involvement across a wide variety of advisory projects such as corporate restructuring, IHT planning, property transactions, sales/acquisitions, SEIS/EIS, employee incentivisation ...