Capital gains tax and how to reduce it.

There are many ways to reduce your capital gains tax (CGT) liability. In this article, we will look at some of the most common options available to you. Make the most of your £12,000 (2019/20) annual CGT exemption. A "reported loss" on a "chargeable asset" can be deducted from the capital gains you made in [...]

2019-07-24T14:28:53+01:00 August 5th, 2019|News|

Enterprise Investment Scheme. What are they & do you need one?

I am often asked about Enterprise Investment Scheme (EIS). Often people are aware that they are a way of saving tax but are not sure if they are right for them. So here is a simple, straightforward guide. The Enterprise Investment Scheme is a tax- efficient investment that was introduced by the Government back in [...]

2018-04-05T17:20:04+01:00 April 19th, 2018|News|

Tax allowances. Use them or lose them.

By Rachel Efetha, Chartered Financial Planner based in Bedford. Having just had the Chinese New Year on Friday 16th February, we are looking ahead to the next New Year in our calendar, or rather, the end of the current year.  That year is the tax year, which runs from 6th April – 5th April each [...]

2018-02-21T15:50:12+00:00 February 19th, 2018|News|

Venture Capital Trusts and Enterprise Investment Schemes

Should they be included in your retirement portfolio? As retirement planning becomes increasingly more complicated, holding Venture Capital Trusts (VCT's) or  Enterprise Investment Schemes (EIS's) in your portfolio may prove beneficial. Venture Capital Trusts. VCTs are companies that are listed on the London Stock Exchange. They are run by a fund manager and aim to [...]

2018-08-21T16:07:56+01:00 December 5th, 2017|News|