GP Seminar: Discussing ‘Increased Taxation: How are you prepared?’

21 October 2010, 7pm

Joseph Dervin Ltd
An Appointed Representative of Blackstone Independent Financial Advisers Ltd

Presented by Joe Dervin (Independent Financial Adviser) discussing ‘Increased taxation:
How are you prepared?’ here at Spire Murrayfield Hospital Wirral.

With Increases in Income, Capital Gains Tax and a freeze on Inheritance Tax allowances let Joe show you how you can:

  • Avoiding the 50% Income Tax and 28% CGT rate Budget (June 2010) report update
  • Reclaim tax already paid – up to 40% Income tax relief against a pension contribution
  • Alternative investments to pensions.
  • How to get back 20% Income Tax rebate on last tax year’s income, CGT deferral and IHT relief (after two years) using a ‘lower risk’ Enterprise Investment Scheme (EIS)
  • Portfolio planning for ‘Capital Preservation’ independent advice on asset allocation/fund selection

For a full agenda please request by email!

Spire Murrayfield Hospital Wirral
Holmwood Drive, Thingwall, Wirral, Merseyside, CH61 1AU
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To find out further details about this evening seminar or if you require a booking form please contact Karen Watterson on 0151 929 5230 or email:

Refreshments available from 6.30pm. We hope you will be able to join us.

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