Tax & Estate Planning

We have significant experience in helping clients mitigate Income Tax, Capital Gains Tax and Inheritance Tax liabilities, via the use of Venture Capital Trusts (VCT), Enterprise Investment Schemes (EIS), Business Relief (BR) schemes, Trusts, Gifting and Whole of Life policies written under Trust.  We are also able to offer advice on complex areas of pension planning including annual allowance and lifetime allowance issues.

The Financial Conduct Authority does not regulate tax advice, estate planning or trusts. Your investment may fall as well as rise and you may not get back what you put in. VCTs are high risk investments and there may be no market for the shares should you wish to dispose of them. You may lose your capital. Enterprise Investment Schemes (EISs) are very high-risk investments. An EIS investment is usually concentrated in one single unquoted trading company. Often there is no market for the shares and it may therefore be very difficult to make a disposal. There is a strong possibility of the chosen company failing.

Have a question about Tax or Estate Planning? Get in touch below.