Keep your money busy...

with a Venture Capital Trust investment.

Hold a new VCT investment for a minimum of five years (or death if sooner), and benefit from the following:

  • 30% upfront income tax relief
    (limited to the amount of income
    tax payable for the year or £60,000)
  • Tax-free dividends
  • Tax-free capital gains
    (when you sell your shares)
...and gain up to an extra 6% rebate
  from the
product charges

Help your wealth grow...

and take advantage of the attractive tax benefits of an Enterprise Investment Scheme.

Hold a new EIS for at least three years and benefit from the following:

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  • 30% upfront income tax relief
  • 100% inheritance tax relief after two years
  • 100% capital gains tax deferral
  • Up to 50% loss relief
  • Tax-free growth
find out
more

Protect your estate and pay less inheritance tax...

…by investing in companies that qualify for Business Property Relief, investments are exempt from inheritance tax after just two years

(provided the investments are held at the time of death)

find out
more

Unique opportunities to
invest in stockmarkets
and asset classes…

by investing in Structured Products.

  • Aimed at minimizing the potential risk of capital loss
  • Excellent alternatives to traditional investment funds
  • And only a £40 arrangement fee
find out
more

Invest in products from leading managers including:

Request free personalised
Annuity report

Find out how you
could boost your
retirement income.

 

Draw up a will

for an initial flat fee &
no probate commission

Single wills just £100+VAT
Mirror wills just £150+VAT

 

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