Client trends March 2019:<br /> Thoughts turn to ISAs and <br/>tax-efficient investing

Client trends March 2019:
Thoughts turn to ISAs and
tax-efficient investing

ISA season is truly upon us now, but our users are thinking about much more than just how to make the most of their allowances. Tax-efficient investments, wills and how to pass pensions on optimally are also top of the agenda.

Read More

AIM stocks: Targeting attractive returns and tax savings

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 […]

Read More

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

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 […]

Read More

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, […]

Read More

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



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 […]

Read More

Tips for a happy<br>new tax year

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 […]

Read More

Wealth managers and<br> tax planning explained

Wealth managers and
tax planning explained

There are many perfectly legitimate ways for affluent individuals to reduce their tax bills and it is in fact the case that reducing tax can play as important a role in building wealth as achieving investment returns.

Read More

The financial services <br>compensation scheme (FSCS)

The financial services
compensation scheme (FSCS)

The Financial Services Compensation Scheme offers savers vital protection, but it has limitations which may mean you need to diversify your deposits.

Read More

Seed enterprise<br> investment schemes – <br>A quick guide

Seed enterprise
investment schemes –
A quick guide

Seed Enterprise Investment Schemes, the “little brother” of traditional EIS vehicles, may be very interesting to the more adventurous investor who is also seeking significant tax efficiencies.

Read More