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...

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

Join

 

Already a Professional Adviser member?

Login

More on Tax Planning

How charitable giving could help mitigate the IHT on pensions impact

How charitable giving could help mitigate the IHT on pensions impact

Castlefield adviser unpacks what the IHT on pensions changes mean for charitable gifting

Isabel Baxter
clock 27 October 2025 • 3 min read
Reeves eyes income tax rise in Autumn Budget – report

Reeves eyes income tax rise in Autumn Budget – report

Would break Labour’s manifesto pledge

Isabel Baxter
clock 24 October 2025 • 2 min read
Demand for estate planning advice surges as IHT exposure set to triple

Demand for estate planning advice surges as IHT exposure set to triple

Advisers prepare for IHT reforms

Isabel Baxter
clock 21 October 2025 • 2 min read