Posts

Tax tips with AWM: Maximising your ISA allowance

The maximum you can contribute to an ISA this tax year is £20,000. This is a very tax-efficient investment vehicle so please contact us if you want to discuss making further contributions or finding out if you still have any allowance remaining. Remember that if you don’t use the allowance now, you will lose it!

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Tax Time with AWM: EIS

Tax-Year-End is approaching and its time to take full advantage of all those tax benefits, that not many people seem to know about.

This is Tip #2 of the blog series with the main topic of Pre-Tax-Year-End tax planning. If you missed Tip #1 on Venture Capital Trusts, head over to the AWM blog. 

These tips are to help make sure that you best utilise your Tax-Year-End options and today we focus on Enterprise Investment Schemes (EIS).

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Tax Time with AWM: VCT’s

Tax-Year-End is approaching and its time to take full advantage of all those tax benefits, that not many people seem to know about.

AWM will be running a series of blog posts on Pre-Tax-Year-End tax planning over the next week, so stay tuned. The aim of the blog series is to help make sure that you best utilise your options and today we focus on Venture Capital Trusts.

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Another winner at Ascot!

After being shortlisted in the prestigious ‘Growth Investor Awards’ alongside industry
heavyweights such as Barclays and UBS – Ascot Wealth Management walked away with the coveted ‘Wealth Manager of the Year’ award.

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Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used.