Tax Planning
There are a number of options available which can help to reduce or eliminate your tax burden. The incentives offered by UK Government for EIS, VCT and BR investment reflect the benefit that these areas have to the wider economy and the job creation and innovation they generate.
Enterprise Investment Schemes (EIS) – CGT deferral, up-front Income Tax relief (30% of the sum invested), loss-relief and tax-free growth.
Venture Capital Trust (VCT) – Up-front Income Tax Relief (30% of the sum invested), tax-free dividend and tax-free growth. Furthermore, a rolling schedule of VCT can enable investors to access growth opportunities and benefit from tax-relief on tax-relief.
Inheritance Tax (IHT) relief – Investing in Business Relief (BR) assets can move the value of these assets outside of your estate for usual IHT calculations after only two-years of investment (rather than the standard 7) and if held at the time of death.
Furthermore, the use of Trusts, insurance and off-shore investment can assist investors with their aims and ambitions.
There are a number of options available which can help to reduce or eliminate your tax burden. The incentives offered by UK Government for EIS, VCT and BR investment reflect the benefit that these areas have to the wider economy and the job creation and innovation they generate.
Enterprise Investment Schemes (EIS) – CGT deferral, up-front Income Tax relief (30% of the sum invested), loss-relief and tax-free growth.
Venture Capital Trust (VCT) – Up-front Income Tax Relief (30% of the sum invested), tax-free dividend and tax-free growth. Furthermore, a rolling schedule of VCT can enable investors to access growth opportunities and benefit from tax-relief on tax-relief.
Inheritance Tax (IHT) relief – Investing in Business Relief (BR) assets can move the value of these assets outside of your estate for usual IHT calculations after only two-years of investment (rather than the standard 7) and if held at the time of death.
Furthermore, the use of Trusts, insurance and off-shore investment can assist investors with their aims and ambitions.
Interested in this service?
We are happy to carry out meetings in person, over the telephone or by your preferred virtual platform.
A classic approach
Communication
We strongly believe in the benefits of developing long-lasting relationships with our clients.
We aim to be approachable, easily contactable and offer a broad, inter-discipline, assessment of client needs. We are happy to meet via telephone or virtual meeting, but still prioritise face-to-face meetings where possible.
Collaboration
We work closely across our departments to ensure that specialist knowledge and experience is accessed; when queries arise, there will always be someone available who understands and can deal with your concerns.
We are also keen to work alongside other key stakeholders and individuals; land agents, accountants, your existing solicitor or financial adviser, and of course, your family.
Community
As a firm we are keen to promote and involve ourselves in the community, and to support local charities and initiatives, such as Jeremiah’s Journey, St. Lukes, the Plymouth Argyle Community Trust (Project 35), Emotional Logic and the Ivybridge Brewery.
The South West is a beautiful places to live and we are proud to be based here, we’re therefore keen to help where we can.
Testimonials
“We used SW Law and Finance for equity release, and what can be a life-changing process was explained in detail, with excellent professionalism”
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“We could not have had a more helpful and courteous experience. I would definitely recommend to others”
“An outstanding and friendly service as always, thank you”
“Excellent. Friendly staff and very professional. Thank you”
Contact us
Lee Mill Industrial Estate
Ivybridge, Devon
PL21 9GD
United Kingdom
