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

Farmers to take government to court over IHT reform

Farmers to take government to court over IHT reform

Claimants said govt 'failed' to consult with the sector on IHT Autumn Budget

Chris Brayford
clock 26 June 2025 • 3 min read
Advisers push back on IHT plans for pensions

Advisers push back on IHT plans for pensions

Most advisers recommending early pension access and gifting

Sahar Nazir
clock 25 June 2025 • 3 min read
Reform's Zia Yusuf hits back at Britannia Card criticism

Reform's Zia Yusuf hits back at Britannia Card criticism

Tax expert has argued it could cost £34bn

Jen Frost
clock 24 June 2025 • 2 min read