In this half of his 'Tax-efficient investing calendar', Jack Rose runs through the third and fourth quarters, highlighting what advisers should do when and how best to avoid the end of tax-year rush
Advisers often ask us what they should be thinking about at different times of the year when it comes to investing in Enterprise Investment Scheme (EIS), venture capital trust (VCT) and inheritance tax (IHT) products. We have therefore coming up with a ‘tax-efficient investing calendar', as a guide to what advisers should look at - and when they should look at it - to steer clear of the inevitable rush of activity that usually comes in the first few months of the year as 5 April and the end of the current tax-year approaches. We have started our calendar from Q3, as that is where we ...
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