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Tax & inheritance tax

There are a number of ways to minimise your tax bill, either now or in the future. We list just a few of the opportunities to do just that below.

Tax planning

  • VCTs (Venture capital trusts)
  • EISs (Enterprise investment schemes)


IHT planning

  • Investment bonds
  • Trusts
    - Accumulation & Maintenance (A&M) trusts
    - Discretionary trusts
    - Main residence property trusts
  • Equity release schemes
  • Whole of life & gift inter vivos IHT insurance
  • Business property relief investments

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