Wealth Management and Investment
At GTN, we can assist clients with international investment and pension planning and advice, including the implementation of tax efficient global wealth strategies.
US Citizens and Green Card Holders
In association with partner firms, we are able to provide access to Fund Management services specifically tailored to US persons living in the United Kingdom and Europe. This service provides US and UK approved investment portfolios for US persons and manages them on a discretionary basis.
Investment in UK Property
Through our direct partnerships with UK developers, we are able to assist both tax resident and non resident clients with investment into UK property, including new build developments and commercial to residential schemes. In most cases, the investments can be structured with guaranteed rates of return of up to 20% over a 12-18 month period. Any investment includes advice on both tax planning, consequences and reporting requirements in the UK and overseas.
Tax Efficient Investments
We are also able to assist with the effective use of tax efficient investments for all UK taxpayers, including Seed Enterprise Investment Scheme (SEIS) and Enterprise Investment Scheme (EIS) arrangements.
Benefits of SEIS investment include:
- 50% tax relief on investments of up to £100,000 per tax year
- Relief can be carried back to prior tax year
- No capital gains tax on sale of shares where held for three or more years
- Potential to defer gains on other assets by rolling into scheme
- Potential to transfer unremitted foreign income to the UK tax free for non domiciles
Benefits of EIS include the above, but with higher limits:
- 30% tax relief on investments of up to £1,000,000 per tax year
At GTN, we can provide direct access to companies offering SEIS and EIS arrangements. This includes government approved investments in association with our partners in the British Film Industry.
For further information, please contact Richard Watts-Joyce CTA