Deepbridge Protect

Deepbridge Protect is one of the few solutions on the market that offers business owners a structured, compliant route to full IHT relief—something that may often be overlooked.

This webinar series covers:

  • How to solve the key tax issues facing business-owner clients.
  • How to process and implement the investment strategy.
  • How to maintain investments in a compliant and sustainable way.
  • How Deepbridge Protect supports long-term IHT mitigation through a qualifying trading partnership.

Speakers
Mike McWilliam, Regional Director, Deepbridge Capital – Host
Alan Whittle, Unburdened Solutions – Researcher, Training, Compliance and Sustainable/Responsible Investment Technical Specialist

Hosted by Mike McWilliam

Regional Director – Scotland & Northern Ireland

Working closely with Financial Advisers in Scotland, Northern Ireland and Northern England, Mike is responsible for ensuring advisers in these areas enjoy a first-class relationship with Deepbridge.

Mike has over 28 years’ experience in Financial Services distribution for a number of major life companies and investment managers; including at senior levels for the likes of Standard Life, Clerical Medical International and Scottish Life International. Mike’s pre-Deepbridge experience focussed on investment and tax efficient strategies, ensuring he knows the Deepbridge market and opportunities well.

IMPORTANT INFORMATION: These videos are for professional advisers, as defined by the Financial Services and Markets Act 2000 (“FSMA”), only. The content of these videos is not intended to constitute investment, tax or legal advice. Tax treatment depends on the individual circumstances of each prospective investor and may be subject to change in future. The availability of tax reliefs depends on the Company invested in maintaining its qualifying status. Investment in unquoted companies carries high risks. It is highly speculative, and your clients or prospective investors should be advised that they could lose the total value of their investment. Past performance is not a reliable indicator of future performance. Prospective investors should not invest if they are likely to require the capital in the near term. Any decision to invest should be made only on the basis of the relevant documentation for each investment. This is not an exhaustive list of EIS, SEIS and IHT tax rules and is intended for information purposes only. No reliance should be placed upon the content. Nothing in the video shall be regarded as constituting tax advice, and it is the responsibility of professional advisers to ensure their own understanding of the relevant tax implications before making or recommending any investment decisions. Figures stated throughout this presentation are approximate.

REGULATORY INFORMATION: Deepbridge Capital LLP is a limited liability partnership registered in England & Wales, Company No. OC356449. Registered Office: Deepbridge House, Honeycomb East, Chester Business Park, Chester CH4 9QN. Deepbridge Capital LLP is authorised and regulated by the Financial Conduct Authority (FRN: 563366).