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.

Tax treatment varies according to individual circumstances and is subject to change.

VCTs and EIS’ are higher risk investments and should only be entered into by experienced or sophisticated investor.

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Cadence Wealth Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic 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, 57 Bermondsey St, London, SE1 3XJ