New tax year to-do list

Important

Please note these offers are no longer accepting applications for the 2017/18 tax year. Any applications will be for the 2018/19 tax year.


There are three things that could help experienced investors save tax right at the beginning of the new tax year.

Wealth Club is the only service that allows you to apply for these offers online. Please note tax rules can change and benefits depend on circumstances. 

1. Invest in a VCT – save up to 30% income tax and get tax-free dividends

The 2017/18 tax year has been the best year for VCTs in over a decade. These three popular VCTs still have some capacity and are taking applications for the 2018/19 tax year. 

Foresight 4 VCT 

3.0% saving on the initial charge plus 0.10% annual rebate for three years.
Read more and apply online »

Hargreave Hale AIM VCT 1 

1.0% saving on the initial charge plus 0.10% annual rebate for three years.
Read more and apply online »

Maven Income & Growth VCTs 3 and 4

2.5% saving on the initial charge plus 0.10% annual rebate for three years.
Read more and apply online »

Puma VCT 13 

1.0% saving on the initial charge plus 0.10% annual rebate for three years.
Read more and apply online »

2. Invest in EIS allotting early in the tax year 

When you invest, you can choose to offset the EIS tax relief against 2017/18 (using carry back) or 2018/19 income.

Sterling Suffolk Hydroponics EIS

Planning to allot by the end of April 2018.
Read more and apply online »

3. Invest in an early bird AIM ISA and make the new tax year’s subscription IHT free

ISAs are not normally IHT free. However, when you invest in an AIM ISA, your money could be IHT free after two years, in addition to the usual ISA benefits of tax-free income and growth.

Octopus AIM ISA

The UK’s largest portfolio of its kind. Taking applications for the 2018/19 tax year
Read more and apply online »