Knowledge Centre - Sheltering Tax

We offer a range of investment products to shelter the three main taxes; income tax, capital gains tax (CGT), and inheritance tax (IHT).

Wherever possible we offer products where the tax relief is enshrined in statute.  We tailor our products to suit investors and their various requirements.  We offer:

• Venture Capital Trusts (VCTs)
• Enterprise Investment Schemes (EIS)
• Inheritance Tax (IHT) investment portfolios
• UK Partnership structures
• Open and Closed Ended Investment Companies suitable for SIPPs

We work closely with advisors to ensure we are providing the products that their clients need and perform rigorous due diligence of the businesses we partner with to enhance returns for those clients.