Tax Efficient Investments
In addition to those with significant assets, there are many individuals in certain areas of professional and commercial life whose income levels have risen dramatically in recent years.
Preserving and utilising that income by deferring or mitigating liability is an important area of our specialist expertise. We work closely with Professional Partners and tax advisers to put together bespoke tax investments, having first mapped out a client's tax profile. This will include a number of factors and be based upon our understanding of the client's investment preferences and overall financial circumstances.
A wide range of investment vehicles can be used to mitigate liability to Income Tax, Capital Gains Tax, Corporation Tax and Inheritance Tax. In some circumstances, tax mitigation can be relatively simple using mainstream products. In others, access to more sophisticated vehicles will be required and we have access to these via promoters, on whom we conduct extensive due diligence using our industry-leading in-house resource.
Structured tax products
The range of products to which we have access via our promoters is extensive and covers a wide spectrum of opportunities. These include:
- Enterprise Investment Schemes
- Venture Capital Trusts
- Enterprise Zone Investments
- Film Partnerships
- Tax-efficient Eco-Friendly Investments
- Tax-efficient Trading Opportunities
- Tax-efficient Capital Investment
- Property Partnerships
For more information on any of these opportunities, please contact either Nick Wood or Philip Porter via Send a Message or locate their direct lines in View all your contacts.
Esoteric tax planning schemes
Those looking for an alternative tax planning solution should contact Matthew Evans, Head of Morgans Tax Solutions via Send a Message or locate his direct line in View all your contacts.
