Correct tax planning is very important in the success of any investment.  We always take full account of your tax circumstances in any advice we give.

Income Tax

We endeavour to minimise tax payable on income and capital gains through the use of ISAs, pensions, and allocation between partners where appropriate.

Capital Gains Tax

Through sensible disposal and acquisition of investments it is possible to "wash out" capital gains using the annual allowance, thus reducing the potential tax burden over time.

Venture Capital Trusts and Enterprise Investment Schemes

These are two specialist investment vehicles that offer generous tax benefits to investors.  They usually involve investment in early stage companies, that have the potential to produce excellent returns.  However, they will almost always be illiquid, and usually very high risk.  They might be appropriate for a very small number of experienced investors.

We can advise on both types of scheme, subject to individual requirements.

Changes in the tax regime

Our recommendations are based on our understanding of current tax legislation.  However, tax rules may change, sometimes retrospectively.  We do always try to keep our advice current, but we cannot guarantee that effective tax planning today will be as effective in the future.