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Tax Efficient Investments

Our portfolio services are designed to utilise the income, capital gains and inheritance tax advantages of Enterprise Investment Schemes (EIS) and AIM stocks.

Because of their higher risk nature we require private investors to consult you, their professional adviser, regarding the suitability of these portfolio services as part of their overall investment planning. Particularly as the taxation regime governing these investments may be subject to change in the future.

For more information about our service and how we work with professional advisors please read our Specialist Tax Portfolio Services Brochure.

Understanding your financial requirements & aspirations is essential to the way we work.

For more information on how we can help you develop an investment portfolio that meets your requirements, please call 020 7399 0000 or email jane.a.seymour@rathbones.com

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© 2012 Rathbone Brothers Plc - Incorporated and registered in England and Wales.
Registered Office: 1 Curzon Street, London W1J 5FB. Registered Number 01000403
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.