Making the most of your money
Investing in a tax-efficient way can make a big difference to any investment plan - especially if you’re a higher-rate taxpayer
Investing in a tax-efficient way can make a big difference to any investment plan - especially if you’re a higher-rate taxpayer
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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.
Don't invest unless you are prepared to lose all the money you invest. This is a high-risk investment. You may not be able to access your money easily and are unlikely to be protected if something goes wrong.
Investment caveat
An ISA is a medium to long-term investment, which aims to increase the value of the money you invest for growth or income or both.
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.