Andrew Aldridge: Reasons to consider tax-efficient solutions early

Avoid end-of-tax-year rush

clock • 4 min read

The ability to invest in EIS and other tax-efficient solutions early in the tax year is a potential benefit that should not just be explored but, where client circumstances allow, explains Andrew Aldridge, grasped

When considering tax-efficient investments, advisers and clients should be fully aware the underlying assets are unquoted stocks, which are therefore likely to be high-risk and illiquid. That being so, there is only so much control they may have over the investment and timings. Nevertheless, there are some simple steps advisers can take to attempt - at least in part - to gain some control of the potential timings, such as when the client may be able to claim any potential tax reliefs and when they ultimately may be able to exit. In the lead-up to the start of April, I am sure there wi...

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