Tax Efficient Investments

Gain more for you and your family by optimising your investments...

You may well have heard of ISAs, pension schemes and investment bonds. But are you using the right structure? Only those products that meet our stringent review process are put on the NLP Financial Management approved panel.

Creating an optimal investment plan is a complex process, but highly worthwhile. Neither you nor your beneficiaries should lose out by you paying more tax than you need to.

We can help you identify the right blend of investment opportunities for your financial goals. These might include, for instance:

  • ISAs (Individual Savings Accounts)
  • Pension Savings
  • Venture Capital Trusts (VCTs)
  • Enterprise Investment Schemes (EISs)
  • Lifetime ISA (LISA)
  • Using Capital Gains Tax Exemptions

We also have extensive expertise in Inheritance Tax offering a range of products designed to mitigate your IHT liability.

Get in touch today to arrange a free, no-obligation consultation and begin devising your bespoke, tax-efficient financial plan today.

Need more information?

If you’d like to speak to an adviser about tax efficient investments, call us on 020 7472 5555 or fill in the form below. Alternatively, you can also download our brochure below.

Download our brochure

client
client
client
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”Adam Katten and his team at NLPFM have been running portfolios for various members of our family for many years. The performance has been strong, the strategy consistent and the reporting and communications reliable. The extra financial planning work is an added bonus; they have proactively researched and implemented a number of life insurance policies for us, as well as dealing with complicated issues surrounding pension law, and running pensions and ISAs for us. I would recommend Adam and his team as dependable and a safe pair of hands if you are looking for any of these services.

Ziba

Pensions
& Retirement

With careful planning with pensions and SIPPS (Self-invested Personal Pensions), we can help you plan tax-efficiently for later life, allowing you to get the most out of current incentives.

EIS & VCT
Advice

If you are a higher rate taxpayer, or interested in higher-risk investments, we can help you consider Venture Capital Trusts (VCTS) and Enterprise Investment Schemes (EISs) as part of your strategy.

Generating
Income

Interest rates are historically low. This is where our consultants specialise, helping you identify a wider range of investments (beyond simple saving) which generate income for you and your family.

Long-Term
Planning

If you are looking to plan for later life, or pass on wealth to beneficiaries, then we can help you devise a tax-efficient plan and a structured portfolio together, designed for long-term growth.

Other ways we can help…

From financial planning to pensions, inheritance and tax-efficient investments, NLP Financial Management are a safe pair of hands for your financial affairs. Find out more below.

Financial
Planning

Make more informed financial decisions to achieve your goals

Pension
Planning

Plan ahead with a pension adviser to make the most out of life after work

Investment
Management

Create a long term plan to seize opportunities and grow your wealth

Tax Efficient
Investments

Get the most out of your investments using ISA’s and other tax wrappers

Inheritance
Tax Planning

Leave a more rewarding legacy to your loved ones, not the tax man

Protection
Planning

Safeguard your family in the event of ill health or should the worst happen

Corporate Planning

Manage your company’s pension scheme and protect your business, staff and directors through tailored planning

Find out more

Want to leave more for your loved ones? Call us today on 020 7472 5555.