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+44 (0)20 7100 2126
Financial Planning and Wealth Management
We can assist clients with international investment, wealth management and pension strategies in association with our partner firms. We are also able to advise on tax mitigation planning to fit with your long-term goals, values, and risk strategies.
Wealth & Pension Planning
We can assist with wealth management and pension planning though our FCA-regulated partner firms. This service is provided in conjunction with our global tax planning and compliance services and ensures that all clients optimise their tax situation whilst remaining fully in line with domestic and international legislation. Our partners have extensive experience in investments and pensions for UK resident and non-domiciled individuals and can assist with both UK and offshore solutions and portfolio management. Please contact us if you would like to benefit from an investment review.
HMRC Approved Tax Efficient Investments
We are able to assist with the effective use of tax efficient investments for all UK taxpayers, including the Government-approved Seed Enterprise Investment Scheme (SEIS) and Enterprise Investment Scheme (EIS) arrangements.
Benefits of SEIS investment include:
- 50% tax relief on investments of up to £100,000 per tax year.
- Relief can be carried back to prior tax year.
- No capital gains tax on sale of shares where held for three or more years.
- Potential to defer tax on 50% of capital gains made on other assets by rolling into scheme.
- Potential to transfer unremitted foreign income to the UK tax free for non domiciles.
Benefits of EIS include the above, but with higher limits:
- 30% tax relief on investments of up to £1,000,000 per tax year.
- Potential to defer tax on 100% of capital gains made on other assets by rolling into scheme.
- We are able to provide direct access to selected companies offering SEIS and EIS arrangements.
US Citizens and Green Card Holders
We are able to provide access to SEC Regulated Fund Management services specifically tailored to US persons living in the United Kingdom and Europe. This service provides US and UK approved investment portfolios for US persons and manages them on a discretionary basis.
Tax Mitigation Strategies
In addition to the above services, we also specialise in long-term tax mitigation planning for domestic clients. Our strategies include helping clients with:
- Acquisition of property via appropriate structures, including family investment companies.
- Inheritance tax planning and effective use of UK and offshore trusts.
- Tax-efficient remittances of income to the UK.
- Tax treaty planning on the sale of a private company.
- Contracting globally via personal service companies.
By choosing GTN as your tax partner, you gain access to a team of skilled industry experts committed to reducing your tax liabilities, providing you with financial security and peace of mind.
Our tax specialists can also help on a wide range of tax services for individuals. For more information on these services, click on the link below.
For further information or to find out how we can help you, please get in touch with our Client Support team on 0207 100 2126 or complete our contact form.