Tax Efficient Wrappers

Wrappers can offer a highly tax efficient and simple way of holding an investment portfolio. Suitable for both individuals and Trusts, these schemes can, with careful planning, significantly reduce the amount of tax payable. In some cases tax can de deferred indefinitely and applied at a time to suit the individual’s circumstances.

• Straightforward arrangement
• Wide choice of investment options from cash to individual equities
• Discounts on funds purchased
• Complies with EU Savings Directive