Guide to High Net Worth investment tax mitigation strategies 2020 / 2021

For High Net Worth (HNW) individuals, tax-efficient investing is a crucial component of financial planning. With those on higher incomes in the UK facing high tax rates on both capital gains and dividend income, the difference between pre-tax and post-tax investment returns can be substantial, and without a carefully-planned tax-efficient investment strategy high earners run the risk of facing formidable tax liabilities.

Fortunately, there are a number of ways that higher-rate taxpayers in the UK can invest tax-efficiently and bring down their overall tax bills. This guide looks at several tax-efficient investment strategies that can help those on higher incomes reduce their tax liabilities significantly.

To read more, download our free professional guide to High Net Worth Tax Mitigation and get the inside track

If you'd like to receive our guide and other useful information, enter your details below.

This free guide explains and compares three tax-efficient investment
options:

  • VCTs
  • EIS
  • SEIS

In addition, we briefly describe how investing in some shares quoted on AIM might help protect your assets from Inheritance Tax.

Speak to one of our highly qualified, professional financial advisers for a no-obligation financial planning review. 

You can give our team a call on 0207 868 2891, send an email to admin@halcyonwealth.co.uk or arrange for us to call you using the form below:

Or complete the form below and we’ll aim to respond within 24 hrs.

We’re very proud of winning this award, for the second year running, which recognises not only the growth of our Network over the past year, but also our continued commitment to providing quality face-to-face advice.

We’ve always known that we have the very best advisers in the market – and we’re delighted that winning this award underlines that. 

If you are unhappy with our service, we have a complaints procedure, details of which are available upon request. If you are unhappy with how your complaint has been dealt with, you may be able to refer your complaint to the Financial Ombudsman Service (FOS). The FOS website is www.financial-ombudsman.org.uk

Halcyon Wealth Ltd is registered in England and Wales. Companies House No. 10311380. Halcyon Wealth Ltd registered office: 68 Lombard Street, London EC3V 9LJ Telephone 0207 868 2891. Halcyon Wealth Ltd (Financial Conduct Authority No. 758949) is an Appointed Representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.