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.

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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.

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