Nasty Mr.Taxman

Investment Planning

Are you Investing in the TaxMan?

98% of people are paying unnecessary tax
on their savings

Do Something more fun with your money

Why are you investing?

It’s important that we understand why you’re making an investment, so the first thing we do is talk to you about the reasons for your decision. This helps us to optimise the investment strategy so it generates the income you need.

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Why are you investing?

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Don't pay tax on your investment return

When banks say your 'interest is equivalent to 5%' you‘re paying tax, and, if you're paying the basic taxrate (20%) on your interest you'll only be receiving 4% interest ...not 5%.

Avoid paying that tax and you can keep more (if not all!) of your return.
That extra 1% soon adds up too!

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Take a look at the difference that missing 1% can make, based on £10,000 earned on your savings:

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More of your money. Now, with less risk!

Once we’ve placed your investments in the right tax environment and you’re paying less (or no) tax you can invest that money in lower-risk areas.

Making the money you would have given to the taxman work for you.
We’re sure that will make you happy.

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