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 and allowances , 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

We understand the often-stringent tax-related government rules and regulations.  As a result, the tax efficent investments we advise are designed to help you meet your legal tax obligations, whilst ensuring that you pay no more tax than you need to.

Delaunay’s meticulous research on your behalf ensures that you are only presented with the investments that, in our considered opinion, could have the greatest chance of success.  How do we do this?  Through robust due diligence in consultation with other trusted third parties.

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

© Delaunay Wealth Management Ltd 2015. All Rights Reserved