Use of Tax Wrappers

What do we mean by a tax wrapper?

This is simply a form of investment account which affords you protection from tax – which could be Income Tax, Capital Gains Tax, Corporation Tax (for business owners) or Inheritance Tax.

In the UK there are many types of wrapper available and from a financial planning perspective, tax wrappers offer an excellent opportunity to add value to your savings and investments. They do this through enhancing the returns your investments generate by shielding those returns from taxation.  Using a variety of wrappers also provides choice as to how you use capital and income to meet your financial needs.

A well designed financial plan delivers a clear strategy to use the available tax wrapper allowances to your best advantage and our regular review process keeps you up to date on how these allowances change and adapts your personal plan to best effect.

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