Effective ways to mitigate tax

What we can help you with

Full use of available tax allowances and reliefs to accumulate and pass on wealth including:

  • ISAs
  • Pension planning
  • Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT)*
  • Capital Gains Tax planning
  • Income Tax planning
  • Inheritance Tax planning

* EISs and VCTs investments are high risk products not suitable for the majority of retail investors.

Why Thomson Hayton Winkley Financial Services?

We believe it makes sense to take advantage of all the allowances and reliefs available to save tax and we always consider the tax implications in all our financial planning recommendations. We will help you find tax-efficient ways to invest, protect and pass on your wealth.

Our advisers can advise on specialist tax-efficient opportunities, estates and trusts, plus the more straightforward such as using ISA and capital gains tax limits.


The Financial Conduct Authority does not regulate tax and trust advice. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts and their value depends on the individual circumstances of the investor.


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