Use the tax system to your advantage

Practical advice that cuts through complexity

I want to become more tax efficient

Tax efficiency is one of the keys to long term wealth. But taking the time to understand all of the rules and regulations often feels intimidating. We're here to help.

Everyone's situation is different. But whatever your circumstances, we will guide you through the various allowances you're entitled to, and make sure you have a structured approach to make the most of them.

We can help organise your investments in a tax-efficient way, making use of the appropriate tax wrappers such as pensions and ISAs. We will also review your capital gains tax position and assist with inheritance tax planning. So that you can make the most of what you have.

To find out more give us a call today or complete the form below:

020 3823 8678

Joy's story
Joy talks about the benefits of financial advice as she and her husband pool their finances in the run-up to retirement.

Thinking about your investments?

You may be asking yourself about...
Scales

Inheritance tax

Can I leave some of my pensions to the next generation?
If so, which ones?
Clock

CGT

Am I making the most of my CGT annual allowance?
How do I gift assets to my spouse or civil partner?
Pots

Consolidating pension pots

Is consolidating my pensions right for me,
and how do I do it?
Who can help me?
Umbrella

ISAs

Have I used up my annual ISA allowance?
Do I have the right mix of ISAs?

Explicit explanations

"Thank you very much for meeting with my wife and I to discuss inheritance tax and other associated issues, at your office. Your explicit explanation of the above matter has clarified a number of important fiscal areas, which has given us further food for thought."
Property Developers, London

Talk to us, at a time to suit you

Give us a call today or leave your details below and one of the team will call you back.
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Our offices

Contact us
© 2001 – 2019 Seven Investment Management LLP. All rights reserved.

Seven Investment Management LLP is authorised and regulated by the Financial Conduct Authority,
the Jersey Financial Services Commission and the Guernsey Financial Services Commission. Member of the London Stock Exchange.
Registered office: 55 Bishopsgate, London EC2N 3AS. Registered in England and Wales No. OC378740.

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.

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