Holding your investments
In the first instance, it’s a good idea to make the most of tax-efficient savings options, such as ISAs, where all investment growth and income is free from tax. And remember, when you put money into your pension, you’ll also receive tax relief, which is calculated according to the highest rate of income tax you pay.
We can help with other tax-efficient investments too
They include Enterprise Investment Schemes and Venture Capital Trusts, where you can invest in innovative businesses in some of the economy’s fastest-growing areas. Onshore and offshore bonds can also be useful structures if you have more complex needs. If you’re a business owner, then we’ll find ways to preserve and grow your hard-earned wealth.
Whatever your circumstances, we’ll work together to find the most tax-efficient investment solutions for you.
EIS & VCTs may not suitable for everyone due to their high risk nature
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.