Tax Planning

There are a number of options available which can help to reduce or eliminate your tax burden.

There are a number of options available which can help to reduce or eliminate your tax burden. The incentives offered by UK Government for EIS, VCT and BR investment reflect the benefit that these areas have to the wider economy and the job creation and innovation they generate.

Enterprise Investment Schemes (EIS) – CGT deferral, up-front Income Tax relief (30% of the sum invested), loss-relief and tax-free growth.

Venture Capital Trust (VCT) – Up-front Income Tax Relief (30% of the sum invested), tax-free dividend and tax-free growth. Furthermore, a rolling schedule of VCT can enable investors to access growth opportunities and benefit from tax-relief on tax-relief.

Inheritance Tax (IHT) relief – Investing in Business Relief (BR) assets can move the value of these assets outside of your estate for usual IHT calculations after only two-years of investment (rather than the standard 7) and if held at the time of death.

Furthermore, the use of Trusts, insurance and off-shore investment can assist investors with their aims and ambitions.

Interested in this service?

If you would like an initial no obligation chat with a member of our team please get in contact.
We are happy to carry out meetings in person, over the telephone or by your preferred virtual platform.
01752 205202
01752 205205
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Capital Gains Tax

If you have disposed of assets for a sum in excess of that originally paid you may be liable to tax on the gain.
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Finance

Capital Gains Tax

If you have disposed of assets for a sum in excess of that originally paid you may be liable to tax on the gain.
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Inheritance Tax

If you have assets approaching the threshold for Inheritance Tax, SW Law & finance can give you professional advice in relation to Inheritance Tax planning.
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Finance

Inheritance Tax

If you have assets approaching the threshold for Inheritance Tax, SW Law & finance can give you professional advice in relation to Inheritance Tax planning.
Learn more
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A lasting power of attorney (LPA) is a legal document that lets you appoint someone to make decisions for you.
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Finance

Lasting Power of Attorney

A lasting power of attorney (LPA) is a legal document that lets you appoint someone to make decisions for you.
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