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Financial Wellbeing – an introduction to Ventures investing and how EIS and VCT may fit your wealth and succession planning needs.
E2W is delighted to be collaborating with our friends at Octopus Investments, for an in person Financial Wellbeing session, hosted by E2W member, Debbie Mahanta.
Debbie Mahanta works at Octopus Investments, the UK’s leading specialist tax efficient investor, as a Strategic Partnerships Manager. She is responsible for developing relationships with wealth managers to help them unlock the potential of tax efficient solutions in their ongoing investment and intergenerational planning, focused on the Octopus Ventures EIS and VCT services.
Debbie has over 20 years’ financial services experience in Wealth Management and Financial Planning roles for SJPP, UBS, Guinness Ventures and Tilney (now Evelyn Partners). She is an active committee member of STEP City of London branch and the EIS Association’s Membership and Events Committee
PLEASE REGISTER ASAP TO CONFIRM YOUR SPACE AND EMAIL [email protected] WITH THE NAME OF YOUR PLUS ONE.
Please arrive at 5pm, for a 5:30 start. Drinks and nibbles, are kindly being provided by our friends at Octopus Investments.
Thank you to Advisory Board Member, Amelie Chowna for continuing to drive the Financial Wellbeing workstream.
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