Tax Planning

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With all aspects of financial planning there is always a consideration of Tax. It should not be the main consideration as the investment return and the long-term aims of the client come first, but if we can make things as Tax efficient as possible that will allow the outcome to be more easily achieved.

In the modern world, scope for Tax Planning is considerably limited but there are still a wide range of Tax Planning vehicles from the very basic ISAs, and Pensions through to Enterprise Investment Schemes, Venture Capital Trusts and an array of Inheritance Tax Planning opportunities, many of which early in his career David Baldwin was involved in developing.

As with investment strategies, Tax Planning opportunities are constantly developing. Through the extensive contacts that we have at Christian Douglass Group we are able to access the highest quality Tax Planning opportunities in the fields of Enterprise Investment Schemes and Venture Capital Trusts. Adopting the same approach of avoiding the mass market, many ideas that we use will be of the highest quality and only ever available to a select number of firms and their clients with a focus of not only legally saving on their tax liabilities but creating additional wealth.

We are proud to work alongside our Sister Company Christian Douglass Accountants to provide clients with a seamless approach to managing Tax issues.