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If you’re looking for a long-term investment and are comfortable with a higher level of risk, then VCTs and EISs offer potentially significant relief from income tax, capital gains tax and inheritance tax. These tax breaks offered by the Government for investment in growing businesses are often subject to change, so it’s important to stay on top of these. The greater risk involved in these types of investment requires very careful consideration.
In addition, it’s prudent to make the most of more familiar tax-efficient ‘wrappers’, such as ISAs and NISAs and of both spouses’ tax allowances, particularly if you’re a higher rate taxpayer.
You’ll have direct access to our highly qualified team of professionals to ensure you have the advice you need to keep on top of any changes in legislation and to manage your exposure to risk.
You’ll receive a very personal service, tailored to your precise needs over the long term.
We don’t provide our own financial products so you can be sure you’ll get independent, fee-based advice on the widest possible selection of relevant pensions and financial planning products.
Our in-house colleagues include experienced tax planners who can provide you with a range of services where required.
VCTs/EISs are unquoted investments which are highly illiquid, with investors potentially having difficulty in realising their investment at a given time. They should therefore only be considered as a long-term investment, i.e. over five years. They also carry the risk of potentially losing all or part of your capital investment and therefore the return of your capital is not guaranteed.
Our directors have an average of 20 years’ experience.
Named 'Top financial planning firm' by Find a Wealth Manager.
Our directors regularly contribute expert commentary on tax-efficient savings and investments in the press and financial publications.