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Tax-efficient investing

You should aim to make sure you are maximising all your available tax allowances.  After all, it has a big impact on your overall investment return.

Tax law changes.  And it’s notoriously confusing. It can be hard to decide what to do.  

We'll help you find the best options.  This may include annual allowances for Individual Savings Accounts (ISAs).  Or you might be better off considering an Enterprise Investment Scheme (EIS) or a Venture Capital Trust (VCT).  And investing in shares listed on the Alternative Investment Market (AIM) can bring Inheritance Tax (IHT) relief.

We’ll give you a written report, clarifying what you need and explaining the best ways to achieve this.  We go through this with you and, when you are agreed, we will put it into action for you and make sure we keep it under review to check that everything is on track.

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The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of European Wealth Group Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.