Tax Efficient Investment Strategies

Think Avoidance

With the origins of the Sancus Retirement Planning Limited steeped in work carried out whilst working with accountancy practices over the last 30 years, tax efficient investment strategies form an integral part of what we do. Whether it be tax reliefs on investments or tax efficient withdrawals on existing plans, it is this element of financial planning where good IFAs earn their crust. Listed below are just some of the investments we work with:

 

• Pensions

• Offshore Investment Bonds

• UK Onshore Investment Bonds

• Individual Savings Account (ISAs)

• AIM listed shares within Individual Savings Account (ISAs)

• Collective Investment Schemes

• Venture Capital Trusts (VCT)

• Enterprise Investment Schemes (EIS)

• Discounted Gift Trusts

• Business Property Relief Investments

• Seed Enterprise Investment Scheme (SEIS)

 

Please contact info@sancusrp.co.uk for more information, help and guidance on our Tax Efficient Investment Programme Service.