Tax Mitigation

When advising clients we make sure that their investments are as tax efficient as possible.  However, we do practise the saying "Don't let the tax tail wag the investment dog".  In other words we won't recommend an investment purely for tax saving reasons.  It has to stack up on its own merits and if we can add a tax free, tax reduced or tax deferred wrapper around it then so much the better.
Some examples of our tax mitigation services are as follows:

• Film schemes
• Venture Capital trusts (VCTs)
• Enterprise Investment Schemes (EISs)
• ISAs
• Pensions
• Gift and loan Trusts
• Discounted Gift Trusts
• Wills*
• Discretionary will trusts*
• Accumulation and maintenance trusts*
• Discretionary trusts*
• Investment Bonds

Our tax mitigation services cover the main taxes which affect private clients i.e. Income Tax, Capital Gains Tax and Inheritance Tax.

* In conjunction with a law firm

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