We can help shelter your money from unnecessary tax
using your tax allowances via various vehicles.
Pensions are a recognised retirement vehicle but they are also a useful tax tool to reduce personal tax and inheritance tax or to move money out of your business.
If you don’t use your annual ISA allowance you lose it. Do you have excessive funds in cash or cash ISA’s attracting poor interest rates? Are you naturally saving money into bank accounts but with no real purpose? Do you hold Premium bonds because you did not know what else to do?
You could also invest into a Venture Capital Trust which attracts 30% tax relief and only needs to be held for 5 years?