A comprehensive round-up of tax efficient investments and strategies to protect your wealth
Ever wondered what accumulative tax efficiencies you can achieve? Pension, Capital Gains and ISA’s for you, and don’t forget the children too. Use it or lose it is the phrase that pays. In this infographic, we demonstrate how a wealth manager helped Sophie, a senior banker over her working lifetime with efficient tax strategies.
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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, explains John Baillie, portfolio manager at Mole Valley Asset Management. Look out for champagne and cake this summer at […]
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Tax planning strategies must evolve as regulations evolve In recent years there have been a number of changes to tax regulations These have created a challenging environment for high net worth individuals (HNWIs) and their tax planning. UK authorities and the HMRC are becoming increasingly aggressive in their efforts to collect taxes from HNWIs, despite […]
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It was more than two centuries ago that Benjamin Franklin said there are only two certainties in life: death and taxes. Despite this being one of the best-known quotes of all time, and numerous methods available to reduce tax liabilities, people in the UK are about to pay the highest amount of inheritance tax that […]
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