Premium

TAX EFFICIENT INVESTMENTS

AIM stocks: Targeting attractive returns and tax savings

Investing in AIM-listed companies offers compelling tax benefits, as well as outperformance potential, making them an exciting prospect for investors. But dabbling in the junior market can be risky and a professional’s guiding hand is wise,...

Premium

TAX EFFICIENT INVESTMENTS

How higher-earners can get 75.8% in pension tax relief

All higher-earners should be reviewing their pension arrangements to take advantage of some very generous, but short-lived tax reliefs, explains Simon Brookes, Director of Financial Planning at James Hambro & Partners.Apparently, you...

Premium

TAX EFFICIENT INVESTMENTS

What you need to know now to reduce your income tax bill

New figures have highlighted how much heavier the burden is for affluent individuals, but there are many ways to legitimately reduce your income tax bill, explains Lee Goggin, co-founder of findaWEALTHMANAGER.com.New research has shown that...

Premium

TAX EFFICIENT INVESTMENTS



Tax-efficient investing:
Why invest in EIS, VCTs and BPR?

Opportunities abound in tax-efficient investing, with products to suit all kinds of individuals, argues Jack Rose, Business Development Director for Tax Products, LGBR Capital.Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCTs)...

Premium

TAX EFFICIENT INVESTMENTS

Tips for a happy
new tax year

Rather like Christmas or Easter, for private client fund managers the end of the tax year is a major landmark in the calendar and one that creeps up but does need careful planning for. It was much harder to...

Premium

TAX EFFICIENT INVESTMENTS

Wealth managers and
tax planning explained

Wealth managers can help high net worth individuals keep their tax bill down explains Dominic Gamble, CEO and co-founder of findaWEALTHMANAGER.com.The UK taxation system is notorious for its complexity, with a variety of levies payable on...

Premium

TAX EFFICIENT INVESTMENTS

The financial services
compensation scheme (FSCS)

The Financial Services Compensation Scheme came into being in 2001 under the Financial Services and Markets Act 2000. It affects the customers of retail banks and insurers, and the clients of wealth managers like private banks or investment...

Premium

TAX EFFICIENT INVESTMENTS

Seed enterprise
investment schemes –
A quick guide

The UK government incentivizes investors to support small fledging companies with significant tax credits via SEIS.Seed Enterprise Investment Schemes may not be the best known type of investment, but there...

Premium

TAX EFFICIENT INVESTMENTS

Enterprise investment scheme
(EIS) – A quick guide

Enterprise Investment Scheme investments are a well-established and popular means of tax-efficient investing.The Enterprise Investment Scheme was introduced by the government in 1994 to encourage investment...