Indpendent & innovative financial management

Tax Planning – a summary

Morgans advises clients on a number of different tax structures – from tax efficient investments such as pensions to the more esoteric tax planning schemes such as Employee Benefit Trusts.

The 'pyramid’ below illustrates the categories of tax planning available and has links into other relevant areas of the Group:

Esoteric
tax products

Stamp Duty
Inheritance planning
Employee Benefit Trusts

Structured tax products
Enterprise Investment Scheme (EIS)
Venture Capital Trusts (VCT)

Tax efficient investments
Pensions Savings accounts Bond wrappers

 For more information contact us via Send a Message. 

The Financial Services Authority does not regulate some forms of tax advice or trusts.