With little more than six weeks to go until the end of the 2016/17 tax year, Jack Rose offers investors and their advisers his 10 top tips for weighing up the pros and cons of tax-efficient investments
1. Don't leave it to the last minute Capacity is limited in some of the most popular tax-efficient investment products and enterprise investment scheme (EIS) vehicles that guarantee investment this tax year - which is relevant for those looking for carry back to 2015/16 - are in short-supply. The most popular ones will fill quickly. The same is true of the venture capital trust (VCT) market, which has seen a number of the most popular products limit their capacity and, as a result, fill within weeks. Investors who wait to the last minute will be left with limited choice. So do your res...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes