Tax Efficient Investments
We have specialised in tax efficient investments for several years and enjoy excellent relationships with product promoters. This means that we can gain access to unique and sometimes unusual investment opportunities that are not generally advertised as they are intended for the Sophisticated Investor market.
Before presenting any promoter's scheme to a client, we undertake very thorough due diligence procedures on what can frequently prove to be highly complex tax saving opportunities. We have a particular expertise in providing planning for non-UK domiciled clients. Extensive due diligence involves the review of tax structures against the intended outcome and, based on information available, the long-term viability of the underlying investment
Products on which we advise can vary from Film Partnerships, where independent films are funded by investors, to tax efficient eco-friendly investments, venture capital trusts and property development partnerships.
For further information on Tax Efficient Investments and our Due Diligence process, please visit the relevant sections in Morgans Wealth Management.
