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Tax-efficient investing

You should aim to make sure you are maximising all your available tax allowances.  After all, it has a big impact on your overall investment return.

Tax law changes.  And it’s notoriously confusing. It can be hard to decide what to do.  

We'll help you find the best options.  This may include annual allowances for Individual Savings Accounts (ISAs).  

If you're a high income earner, we'll assess your penion situation and consider options such as an Enterprise Investment Scheme (EIS) or a Venture Capital Trust (VCT).  

For longer term planning, investing in shares listed on the Alternative Investment Market (AIM) can bring Inheritance Tax (IHT) relief.

We’ll give you a written report - your Wealth Plan - clarifying what you need and explaining the best ways to achieve this. We go through this with you and when you're happy with it we'll put it into action for you. From then on, we keep it under review to check that everything is on track.

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Tax-efficient investing

The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.