Tax Efficiency

Over and above the Pensions and ISA allowances it can be appropriate to use other Governmental tool, as an example VCTs and EISs in certain cases. We keep at the forefront when it comes to tax effiency and pass this up to date knowledge onto our clients.

 

Our very ethos is always to ensure that our client’s money is invested in a way that puts safety and solidity first, a far cry from film schemes and the like which unfortunately have tripped up a number of our clients and the sporting world as a whole. However, if rsk levels are understood and are appropriate to circumstance, there are a number of benefits that exploring tax efficient vehicles can have to an overall portfolio.

* The value of investments can fall as well as rise, you may get back less than you invested.

* Tax treatment varies according to individual circumstance and is subject to change.

* 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.

Cadence Wealth Limited is an appointed representative of Quilter Financial Planning Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are entered on the FCA register under reference 440703 and 440718. Registered in England and Wales, No: 10040034. Registered address:The Tanneries, 55 Bermondsey St, London, SE1 3XJ