STRUCTURING INVESTMENTS

The building of wealth often involves the establishment and running of private businesses or investing in business start ups. Investing through a tax-efficient wrapper can offer the client’s investment portfolio a significant advantage.

Client options range from ISAs and Self Invested Personal Pensions for those clients who are more risk averse to Venture Capital Trusts, Enterprise Investment Scheme or Seed Enterprise Investment Scheme for more adventurous investment clients.

Lancaster Knox is able to assist clients to build tax efficient investment portfolios – maximising the reliefs that are available through government endorsed schemes.