Using Tax Efficient Investment Schemes
With deposit rates depressed and with most fund managers anticipating lower equity growth than we have become accustomed to, it is important to ensure that investment portfolios receive every assistance in building capital growth or generating income. Ensuring that a portfolio is tax efficient is vital although we should always commit funds for sound investment reasons and not for tax benefits alone.
Each of the following may have a place in a portfolio but professional advice must be sought to ensure that the underlying investment is matched to the investment goal, falls within an acceptable risk profile and does not swap one form of taxation for another.
