Jack Rose: Tax-efficient investing calendar - Q1 and Q2

EIS, VCT and IHT considerations

clock • 3 min read

In this half of his 'Tax-efficient investing calendar', Jack Rose runs through the first and second quarters, highlighting what advisers should do when and how best to avoid the end of tax-year rush

Advisers often ask us what they should be thinking about at different times of the year when it comes to investing in Enterprise Investment Scheme (EIS), venture capital trust (VCT) and inheritance tax (IHT) products. We have therefore coming up with a ‘tax-efficient investing calendar', as a guide to what advisers should look at - and when they should look at it - to steer clear of the inevitable rush of activity that usually comes in the first few months of the year as 5 April and the end of the current tax-year approaches.  Traditionally the majority of tax-efficient business is wr...

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

Advisers see higher client demand as tax changes and rumours cause confusion

Advisers see higher client demand as tax changes and rumours cause confusion

See opportunity to provide ‘much-needed’ clarity

Isabel Baxter
clock 23 April 2025 • 2 min read
HMRC to raise £110m per year by cutting IHT relief on AIM shares

HMRC to raise £110m per year by cutting IHT relief on AIM shares

Will make gifting a more attractive option to investors

Isabel Baxter
clock 22 April 2025 • 2 min read
Advisers worry about pension and IHT changes as clients feel impact

Advisers worry about pension and IHT changes as clients feel impact

Advice landscape has ‘fundamentally shifted’

Isabel Baxter
clock 20 March 2025 • 2 min read