With over 50 guests in attendance, we hosted an enjoyable afternoon which included an insight into options for tax efficient investments with guest speakers Rupert West and Shane Weston of Puma Investments.
Clients, Professional Connections and Friends were invited to enjoy an afternoon in the fantastic surroundings of another of Gloucester’s Micro Breweries. The story behind the success of Brewhouse and Kitchen is partly owed to the very tax reliefs that were discussed in the presentation from Puma Investments. Following an introduction by Alex, Shane and Rupert presented an interesting insight into the history of Puma Investments, VCTs, the direct impact they have on UK businesses and the associated tax reliefs available to UK tax payers.
Following the Presentations Andrina, Shane and Rupert were on hand to answer any questions and conversations were in full flow over food and further drinks far past the initial 6:30pm close.
Date: Thursday 15th September 2016
Venue: Brewhouse and Kitchen, Gloucester Quays, GL1 5SH
RSVP: Friday 19th August 2016
Dress Code: Smart Casual
4.00pm Refreshments on Arrival
4.30pm Introduction: Alex Kell, Quayside Wealth Management
4.45pm Guest Speakers: Rupert West and Shane Weston, Puma Investments
5.30pm Summary: Andrina Nisbet, Quayside Wealth Management
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.