Tax mitigation


Tax mitigation

Some investments help to address tax liabilities; including inheritance tax, capital gains tax and income tax

These types of investments do tend to carry additional risks, therefore we would work with you to make sure that this type of investment is suitable for you after completing a detailed assessment of your attitude towards investing risk, as well as your ability to incur losses on investments.

English Tax form sa103 Self-employment from HM revenue and customs lies on table with office items

There are a variety of investments which can help to mitigate your tax liabilities – these include:

  • Reducing your income tax
  • Additional tax free dividend income
  • Deferring capital gains tax
  • Reducing inheritance tax against your estate

These investments benefit from Government backed tax incentive schemes, attempting to encourage investment in small and medium sized enterprises (SMEs) in the UK.

Companies of this size often find it hard to raise capital investment to expand their businesses, with all mainstream investments, such as ISAs and pension funds, focusing on investing in companies which are listed on the stock exchanges.

Therefore, through a range of tax reliefs, Government is aiming to attract more investment into smaller companies, which have often proved to be the backbone of the economy.

The value of investments may fall as well as rise. You may get back less than you originally invested.