Tax planning strategies

Tax planning strategies

Are you investing in the most tax efficient way to achieve your financial objectives?

At LFWM, we look to support you with practical and robust solutions. We advise on numerous tax efficient investment strategies, aligned to your personal investment goals. 

Our aim is to maximise your personal allowances, tax bands and reliefs each year to ensure that they minimise exposure to tax.

We consider your needs on an individual basis and often work together with Lubbock Fine to ensure we provide the right support.

We can assist you with:

  • Pensions
  • Individual Savings Accounts (ISA)
  • General Investment Accounts (GIA)
  • Onshore & Offshore Investment Bonds
  • Enterprise Investment Schemes (EIS)
  • Venture Capital Trusts (VCTs)
  • Seed Enterprise Investment Schemes (SEIS)
  • National Savings

Note: Some aspects of inheritance tax planning and National Savings & Investments are not regulated by the Financial Conduct Authority.

Enterprise Investment Schemes (EIS) are very high risk investments. An EIS/SEIS investment is usually concentrated in one single unquoted trading company. Often there is no market for the shares and it may be difficult to make a disposal. There is a strong possibility of the chosen company failing.

Get in touch

Speak to a member of our expert team.

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