Tax Related
For those clients determined by us to have met our criteria and who have the appropriate knowledge we can provide advice and recommendations on financial products and investments that can enhance the tax efficiency of your affairs and mitigate oncoming tax liabilities.
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EIS
The individual schemes on offer can take many guises and cover many different types of business activity. Scheme providers continue to innovate by combining mainstream business ventures with risk-cushioning features.
VCT
Venture Capital Trusts (VCT) are specialist forms of investment trusts and are investment companies listed, in the main, on the UK and Channel Islands stock markets.
Income and CGT
Strategies here can range from the relatively straightforward, such as making full use of your annual ISA allowance through to the efficient use of offshore investment bonds and SIPPS.
Estate Planning
Effective gifting strategies and judicious use of trusts can ensure that you maximise the wealth you pass on to your children and future generations.