Tax Efficient Investments

NLP Financial Management provides advice to our clients on a wide range of tax efficient investments.  These include the usual suspects such as Individual Savings Accounts (ISAs), pension schemes and investment bonds but also the more esoteric investments available under current legislation, such as Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs).

Locating the right structure is only part of the process.  Research into tax efficient investments is headed by Director Adam Katten and only those products that meet our stringent review process are put on the NLP Financial Management approved panel.

Practical advice is part of the investment process too and therefore we are always conscious of our clients’ tax position not only when recommending solutions, but also in determining an appropriate time to recommend disposal of investments.  The timing of a disposal can be as critical as the investment itself.

Fundamentals underpin all aspects of our tax efficient investment recommendations.  To use an old adage, never will we let the ‘tax tail’ wag an ‘investment dog’.  Likewise, a quality investment should not necessarily be sold simply because a client’s tax profile indicates it would be tax efficient to do so.  We would discuss the merits of the case and recommend as appropriate.

Maximising tax efficiency is not the goal – efficient planning is.  For more information on the range of options available or to discuss your particular requirements, please click here for one of our Consultants to contact you.


Please note that past performance is not a guide to the future.  The value of your investment is not guaranteed and as unit prices can go down in value as well as up, you may not get back the full amount of your investment.