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

Tony Müdd: The chancellor has fewer choices than you think

Tony Müdd: The chancellor has fewer choices than you think

'Do not sell an asset simply because newspapers have rediscovered CGT'

Tony Müdd
clock 03 September 2026 • 5 min read
Warnings of tight timetable as HMRC sets out pension IHT process

Warnings of tight timetable as HMRC sets out pension IHT process

‘A very short timescale for such a significant change’

Isabel Baxter
clock 01 September 2026 • 4 min read
News editor's view: The IHT effect

News editor's view: The IHT effect

The news editor's Friday Night Takeaway from 28 August

Isabel Baxter
clock 28 August 2026 • 3 min read