Tax planning

Utilising the right investment strategy and suitable investment products helps to minimise tax. We are happy to work closely with your accountant to help provide the best suited investment portfolio for your personal tax situation and aim to ensure you make full use of the tax allowances available to you.

Tax wrappers that offer different types of tax relief/ planning include;

• Investment bonds
• Unit trusts
• ISA’s
• Pensions
• Direct equity holdings
• OIECS
• Enterprise Investment Scheme’s

To discuss how the above wrappers could work in your portfolio please call 01872 261800 and ask for a free initial consultation with one of advisers.