EIS’s and VCT’s invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
- How do I pay less tax?
- Where should I invest my money?
- What returns can I expect?
- How do I pick which funds to invest in?
- How much does advice cost?
- How can I reduce the burden of inheritance tax?
With more than 10 years of market knowledge and expertise, we can identify the most suitable investment strategy and asset allocation to suit your needs.
The sound investment advice we’ll provide will take your risk appetite into account and map you to investments.
We’re upfront and open about our costs and administration fees and we’ll make all payments clear to you right from the start of the process. Please see our Initial Disclosure Document for details of how we charge.
Kindly note that the FCA do not regulate inheritance tax planning.
Call us on 020 7562 5858 to arrange your first meeting, or email us at firstname.lastname@example.org