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Tax-efficient Investments

Managing your investments tax-efficiently is central to our service, and the various tax wrappers available enable us to manage your assets as part of a cohesive strategy.

Individual Savings Accounts (ISAs)

Our portfolio ISA has been specifically designed for portfolio clients or investors who have built up a substantial portfolio of ISAs over the years, or for clients who wish to migrate funds from their taxable holdings each year to take advantage of this tax-efficient wrapper.

At present we only offer a Stocks and Shares ISA.

Self Invested Personal Pensions (SIPPs)

SPW can be appointed to manage the investments within your SIPP and has links with most of the major SIPP providers enabling us to manage the assets within a SIPP wrapper. This allows you to combine the tax advantages of a personal pension with the benefits of a tailored discretionary portfolio management service from SPW.

As with your taxable portfolio, we will tailor your pension investments to suit your specific needs, circumstances and attitude to risk. Your investments will evolve as necessary to reflect your changing circumstances both before and after retirement.

Download: SIPP brochure

Capital Gains Tax (CGT) management

CGT management is provided as part of our service and, where applicable, we seek to make use of your CGT allowances each year when managing your portfolios.

Small Self Administered Schemes (SSASs)

SSASs are company pension schemes, designed to provide greater flexibility and control over the scheme's assets. SPW can be appointed to manage the underlying investments within the SSAS wrapper. As with a SIPP, this allows investors to combine the tax advantages of the pension scheme with the benefits of a tailored discretionary portfolio management service.

Please note that some of these services are not available when investing in a portfolio held on a wrap platform. For more information, please contact us.