Using tried and tested investment types such as EIS and VCT both popular tax-efficient investments.
These may be suitable for clients with significant income or capital gains tax liabilities. Both offer 30% income tax relief which may be offset against income tax liabilities arising from salary, dividends, rental income.
For many who have seen changes to pension legislation capping or significantly reducing their capacity for pension contributions, both EIS and VCT are becoming more popular for those looking to reduce their tax liabilities and save for the future.
The valuable tax reliefs are endorsed by the UK Government to encourage investment into smaller, start-up businesses and this area of investment is higher risk. We employ a robust selection process for our favoured EIC and VCT opportunities and can help you to build up a portfolio of high performing managers.
Investing involves risks including loss of capital. Investments can go down as well as up. Past performance is no guarantee of future returns.
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PB Financial Planning is a trading style of Tavistock Private Client Limited which is authorised and regulated by the Financial Conduct Authority,
FCA number: 210782. Tavistock Private Client Limited is a wholly owned subsidiary of Tavistock Investments Plc
Registered in England Registered Office: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE. Company Number 04298592.
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Investing involves risks including loss of capital. Investments can go down as well as up. Past performance is no guarantee of future return