Upcoming Events

Tax & Estate Planning Multi-Strategy Seminar

Tax and Estate Planning

Tax planning is the top priority for many investors.  With key strategies such as pensions and sophisticated vehicles being restricted by new legislation, we want to ensure we are coming up with new ideas to combat your tax liabilities.

With that in mind, we’re introducing many of our higher rate taxpayers to the possibility of investing in a corporate debt vehicle.

This gives individuals the opportunity to invest via their own limited company in order to benefit from tax advantages and asset security. 

The corporate vehicle can then invest in a range of debt products, whereby a corporate loan is made to another company, providing clients with tax efficient returns through a diverse asset.


Date: 13 January 2018

Location:  Foxhills Golf Club & Resort

Times: 9:30-10:30, 11:00 -12:0

Date: 17 January 2018

Location:  True Potential Offices (London, Victoria)

Times: 16:30 – 17:30, 18:00-19:00

Why Do It?

The general advantages:

  • Tax wrapper
  •  Inheritance tax efficient
  •  Can be held singularly or with multiple shareholders
  •  Easy to close strategies

Additional  benefits by  investing via a limited company 

  •  Tax at the lower corporation tax rates Business Property Relief on the company. As this would be a trading company, it is considered to qualify for this relief,  meaning the investment is outside of your estate for inheritance tax after two years
  •  In taking profit, you can utilise your dividend allowance,  receiving £5,000 tax-free each year and lower rates of dividend tax thereafter instead of your usual income tax 
  •  Capital in the vehicle can be gifted to children for future planning 
  • AWM’s experts investment advice on an ongoing basis  

Book Your Tickets Here

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.