Tax efficient investment options

As well as ensuring that you choose the right investments and asset mix to suit your needs and risk profile it is also important that you consider the tax wrapper

that they are held within.

There are a number of different types of tax efficient investments and we can give you advice on which are the most appropriate ones for you.  

To help you consider these further the following list identifies the most typical tax efficient investment options and strategies used by individuals:

Using the tax allowances of both spouses

Individual Savings Accounts (ISAs)

Collectives (Unit Trusts and Open Ended Investment Companies  - UT and OEICs)

Insurance based investments - regular endowments and single premium onshore and offshore investment bonds    

Enterprise Investment Schemes (EISs)

Venture Capital Trusts (VCTs)

Inheritance tax efficient investment portfolios


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