Tax Efficient Investing Guide
Investor Guide to
Tax Efficient Investing
In the UK, the vast majority of investments carry some form of tax. From capital gains tax to income tax and inheritance tax, these taxes can rapidly accumulate and erode the level of capital investors are able to retain, grow and pass on.
In this guide we explore some of the UK's most tax efficient investment vehicles and how each can help investors to achieve everything from maximising returns to planning for later life. Topics include:
- Venture capital schemes such as the Seed Enterprise Investment Scheme (SEIS) that offers investors up to 50% income tax relief
- Investment-focused ISAs such as the Innovative Finance ISA (IFISA) that targets inflation-beating interest rates capital gains tax-free
- Tax-efficient pension schemes including Self Invested Personal Pensions (SIPPs) and Small Self Administered Schemes (SSASs)
- How all of the above can be incorporated to contribute to a well-diversified, inflation-resistant portfolio
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