Tax efficient investments
We work with clients who are trying to minimise tax, whether that be inheritance tax, capital gains tax or income tax. Our approach is to ensure that we understand your situation and goals to allow us to confidently structure your investments in a tax efficient way.
Investing tax efficiently is extremely important and as independent advisers, we are well placed to advise on the full range of products available in the market. Examples of tax efficient products we might recommend include Individual Savings Accounts (ISAs), Investment Bonds, Pensions, Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs). The suitability of these will be determined by your particular circumstances and your overall requirements.
Benefits we bring
We will make sure your investments are structured tax efficiently and will review your investments regularly to control risk and to make sure you are on track to meet your goals.
As part of a team of lawyers, financial advisers and tax specialists, we can provide all the advice which you will need without having to look elsewhere
The Mortons and the Frasers
It’s a family affair. Parents. Grandparents. Assorted sons, daughters, their partners, and kids.
Equal parts joy and mayhem. Our personal relationships, welfare and business, seamlessly managed together. There’s nothing quite the modern family. A smarter, happier future starts here.
Our approach to fees
We want to provide our clients with fixed fees. That can be quite difficult to do unless we properly understand your individual circumstances, and what we need to do for you. We don't want to compromise the work we do for you or the service we deliver, by offering a headline grabbing fee quote, which we don't then deliver on.
Our approach to feeing is therefore to meet with you, and to establish your objectives. The cost of this meeting, which will include a review of your assets and your tax situation, will be £250 + VAT. The cost of this meeting will be deducted from any fee for work which follows.
At this meeting, we will provide you with an estimated fee for carrying out the work, and we will not go ahead with that work unless you have approved that fee quote.