Both the Bespoke Discretionary Service and the Value Investment Portfolio use ISAs to maximise the tax efficiency of the portfolios through generating tax-free income and sheltering gains from capital gains tax.

A Self-Invested Personal Pension or SIPP allows you to take control over your pension and ultimately the funds you will have available in retirement. All contributions qualify for tax relief at your highest rate and the fund grows free of capital gains tax. You can take advantage of our investment management services and have it invested in line with objectives and risk levels that suit you at your stage in life.
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The Inheritance Tax (IHT) Portfolio Service is designed to help limit the effect of inheritance tax without limiting access to and ownership of your capital. By taking advantage of Business Property Relief (BPR) on qualifying shares you can claim 100 per cent tax relief on death if the portfolio has been held for two years. Find out more »

Venture Capital Trusts (VCT) offer income tax relief of 30 per cent when invested at subscription, subject to a maximum investment of £200,000, while minimums are usually around £3000 - £5000. Find out more »