Andrew Aldridge: Understanding the tax-efficient investment process

Deal-flow

clock • 3 min read

When assessing tax-efficient investments, writes Andrew Aldridge, it is important to understand the similarities and differences between mainstream investing and unquoted, early-stage stocks

One of the key differences to contemplate, and a key understanding that should be imparted by any good manager in the tax-efficient space, is that of the investment process. For example, how does the manager identify investment opportunities, what are those opportunities and what timescales are likely when it comes to deploying the funds into those investments? Most managers in this space will likely source investee companies from a myriad of places, possibly including academia, corporate advisers, accountants, professional introducers, incubators, etc.  Describing this source of deal...

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

HMRC releases 'crucial' technical note on IHT on pensions

HMRC releases 'crucial' technical note on IHT on pensions

Law firm warns of complexity and risk for families and executors

Jenna Brown
clock 11 May 2026 • 3 min read
Advisers must shift IHT planning mindset from 'passive to active'

Advisers must shift IHT planning mindset from 'passive to active'

Speaking on a PA360 IHT-focused panel session

Jenna Brown
clock 11 May 2026 • 3 min read
How fixing the £100,000 childcare cliff edge could boost families and the Treasury coffers

How fixing the £100,000 childcare cliff edge could boost families and the Treasury coffers

'A flawed tax policy with real consequences for families and the wider economy'

Charlene Young
clock 07 May 2026 • 4 min read