Tax Led Investments

The continuing changes to pension legislation and the recent increases in income tax levels and capital gains tax levels are having a direct impact on the tax and investment planning strategies of many high net worth individuals. Uncertainty over future capital gains tax levels and the treatment of inheritance tax further adds to the need for independent advice in an environment that may sometimes seem to be full of confusing options.

We can provide unique and bespoke solutions tailored to your investment objectives whilst ensuring that you are not exposed to unnecessary risk.

We will work hand-in-hand with your accountant and solicitor to ensure that our tax-efficient investment solutions address your income tax, capital gains tax and inheritance tax concerns.

Some of the solutions we provide could include tax shelters such as Venture Capital Trusts, Enterprise Investment Schemes, as well as IHT-efficient investments.

Important Notice

Tax led investments are specialised in nature, may be higher risk investments and, therefore, may not be appropriate for most investors. The value of the assets can go down as well as up. This means that the value of your investments can fluctuate and, therefore, you could get back less than you invest. These investments generally have to be held for the longer term and may not be liquid, which means you may not be able to realise your investment when you need to. Part of the attraction of these higher risk investments is their tax status, however, the way in which tax charges (or tax relief, if appropriate) are applied depends on individual circumstances and may be subject to change. In addition, decisions by the investment manager may impact the tax status of the investment.