Here at Wheatley & Co Chartered Accountants, we can help individuals to make tax-efficient investments.

Our expert team can help you to utilise reliefs associated with the Enterprise Investment Scheme (EIS) and the Seed Enterprise Investment Scheme (SEIS), and can also assist you in making use of tax-efficient savings vehicles, such as ISAs.

Private individuals may wish to make use of a Venture Capital Trust (VCT): these can be popular for investors seeking a tax-free source of income in retirement.

In addition, we have many years’ experience in advising on investment issues, such as taking out an investment bond, using Premium Bonds and investing in property.

For more information, and to discover how Wheatley & Co Chartered Accountants can help you with your investments, please do not hesitate to contact us.