Laura Lynch, Strategic Tax Advisor to a number of HBAN Investment Syndicates, addresses key considerations on the most tax efficient ways to make, manage and exit investment, and gives an overview of the syndicate investment process. She covered issues such as:
• Who should make the investment
• The tax treatment of different investment structures and instruments, including tax issues on exit
• Recent changes in pension investments
• Recent EIIS tax relief changes from the investor’s perspective
• Aligning the investment with your personal wealth and succession plan
• An overview of the syndicate investment process from the investor’s perspective

You can view the slides from Larua’s masterclass here: https://www.dropbox.com/s/1vqmjfmixgaltcd/Tax%20efficient%20angel%20investing%20Masterclass.pdf?dl=0

The HBAN All-island Business Angels Conference is designed to bring together new and existing business angels from across the island of Ireland to learn, network and collaborate. The theme of the 2019 conference was Angel investing is a Team Sport, with everyone on the pitch…

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