Private Investors
- Tax Efficiency
Investment managers are well-versed in individuals’ concerns such as the fear of an unexpected capital gain exposure being triggered by the poorly timed sale of a holding.
We can also advise our clients on the utilisation of their ISA allowances (see ISAs) effectively each year.
Rathbones has invested heavily in the tools that allow investment managers to manage the tax issues which arise in portfolios and because shares are held by a nominee company or eligible custodian, we can prepare most of the paperwork required for your income tax return.
In addition, Rathbones offers a number of portfolio services designed to utilise the income, capital gains and inheritance tax advantages of Enterprise Investment Scheme (EIS) portfolios and Alternative Investment Market (AIM) stocks, and it is the investment manager of seven VCTs.