Where 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.
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.