Stephens Financial
Clarity in a Complex World

You are here : Personal Planning > Personal Tax Planning

Personal Tax Planning

Most experienced investors will be well aware of the tax benefits of the following:

  • Individual Savings Accounts;
  • Pensions;
  • Investment Bonds

They can be a valuable basis for investment. Less well known however are other tax shelter schemes which can offer greater advantages and  which can mitigate the following taxes:

WARNING.

These types of products may be high risk and suitable for experienced investors only.  They should not be considered without specific advice covering the potential benefits, costs and the differing risk factors relating to each scheme.

 

 Mitigate Income TaxDefer Capital Gains TaxMitigate Inheritance Tax
Venture Capital Trusts √  
Enterprise Zone Trusts √  
Enterprise Investment Schemes√√√
Trading Company Schemes   √
AIM Listed Investments   √
Proprietary schemes – General   √
Proprietary schemes –Main Residence  √
 For an explanation of how these schemes might help you, contact us!

 

Contact Us

phone:
01548 531 111
fax:
0870 199 2616

 

email:
info@stephensfinancial.co.uk
post:
Stephens Financial Ltd
Gunn's House
Frogmore
Kingsbridge
Devon
TQ7 2NR

Contact Us

Search

 

Subscribe to RSS feed

Blogs

View all Blogs

Recent Blogs

Death Bed Regrets!

*New rules for tax relief on pension contributions (9th December 2009)

*Pension Deadlines - BEWARE!

*A new approach to commercial disputes that is cost-free and risk-free

Archived Blogs

2010 - August (1)

2010 - March (1)

2010 - February (2)