Tax Efficient Solutions

Nobody likes paying more tax than they have to and it lowers investment returns. Using the various allowances and tax-efficient investment solutions still available to UK residents can help.

We can manage investments in a wide variety of “tax wrappers” alongside your main portfolio, allowing you to benefit from a single investment strategy with little or no duplication across your various portfolios and of course a single contact point. Why should your savings, ISAs, pension or SIPP be managed in isolation?

For many, Inheritance Tax is a concern. We may be able to help with our AIM Inheritance Tax Portfolio Service, subject of course to the agreement of your Independent Financial Adviser.

Tax treatment depends on individual circumstances and may be subject to change in the future.

London’s AIM (Alternative Investment Market) is a sub-market of the London Stock Exchange, allowing smaller companies to float shares. Investing in this market generally exposes your capital to a higher level of risk than investing in the main market, you may get back much less than you invested.

Savoy does not offer tax advice and recommend you always obtain individual financial advice before making any decisions.