Tax Efficient Investments

tax-efficientWhere clients have a potential tax liability, we are able to source a wide range of tax efficient investments, from mainstream products, such as Pensions and ISAs, through to more sophisticated investment vehicles. 

Areas of expertise

By understanding the interaction of the different taxes, together with optimising reliefs, allowances and creative structures, we can source a range of different investment products, including:

  • Enterprise Investment Schemes
  • Venture Capital Trusts
  • Seed Enterprise Investment Schemes
  • Business Property qualifying investments

These investments are classified as ‘high risk’ and are, therefore, only suitable for ‘Sophisticated’, or ‘High Net Worth’ investors.

Due Diligence

Our understanding of the Government’s stance and ability to provide the very best robust tax planning solutions ensures our clients and their advisers complete peace of mind.

We thoroughly research every solution on your behalf, carrying out rigorous due diligence in consultation with industry experts and leading tax counsel, where necessary, so you are only presented with solutions that have the strongest chance of success.

The Financial Conduct Authority does not regulate taxation advice. Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

Delaunay Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (806635). Registered in the UK at: Wey Court West, Union Road, Farnham, Surrey, GU9 7PT. Company Registration Number: 08107472 The Financial Conduct Authority does not regulate taxation and trust advice and employee benefits.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR www.financial-ombudsman.org.uk

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