I have specialized in tax efficient investments for many years and enjoy excellent relationship with product promoters. This means that we can gain access to unique and sometimes unusual investment opportunities that are not generally advertised as they are intended for the Sophisticated Investor market.

Before presenting any promoter’s scheme to a client, I undertake very thorough due diligence procedures on what can frequently prove to be highly complex tax saving opportunities. Extensive due diligence involves the review of tax structures against the intended outcome and, based on information available, the long-term viability of the underlying investment.

Products on which we advise can vary from tax efficient eco-friendly investments, venture capital trusts and property development partnerships.

Tax efficient investments carry a higher risk and may not be suitable for everyone. I will discuss these investments with you to decide if they are suitable for your own specific needs and circumstances.