Tax efficient investment options

As well as ensuring that you choose the right investments and asset mix to suit your needs and risk profile it is also important that you consider the tax wrapper that they are held within. 

There are a number of different types of tax efficient investments and investment strategies and we can give you advice on which are the most appropriate ones for you.  

To help you consider these further the following list identifies the most typical tax efficient investment options and strategies used by individuals:

• Using the tax allowances of both spouses
• Individual Savings Accounts (ISAs)
• National Savings
• Pensions
• Insurance based investments - Endowments /  Onshore and offshore investment bonds    
• Enterprise Investment Schemes (EISs)
• Venture Capital Trusts (VCTs)
• Inheritance tax efficient investment portfolios

Contact us

To obtain more information about the tax relief afforded by these particular investment vehicles and the investments available please contact one of our advisers in your preferred office.