Free guide: 'Tax efficient investing for high earners'

If you're a high earner, you may feel your wealth is under attack.

Pension allowances and tax relief have been slashed. Dividend tax has increased for many. Changes to stamp duty and mortgage interest relief make it much harder to profit from buy-to-let.

Politicians of all stripes – even those you thought were on your side – seem to believe they need your money more than you do.

So where can you turn if you want to invest tax efficiently? 

Download your free guide by Ian Cowie, award-winning Sunday Times columnist, to find out. 

This free 20-page guide explains in plain English how you could:

  • Save up to 50% income tax
  • Earn sizeable tax-free dividends – £240m paid out last year
  • Wipe out half of a capital gains tax bill 
  • Defer unlimited capital gains
  • Shield your money from IHT
  • Get around new pension restrictions

A word of caution: the investments described are not for the fainthearted. They invest in small companies, which are by nature riskier than their larger counterparts. 

The trade-off is that if you are a high net worth individual or sophisticated investor you could enjoy very significant benefits.  

This free guide is not advice, but it explains the main facts you need to know, so you can decide if these opportunities are for you.

Why not download your free guide now? Simply complete this form for your free PDF download. 

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High Net Worth Investor

I make this statement so I can receive promotional communications exempt from the restriction on promotion of non-readily realisable securities. The exemption relates to certified high net worth investors and I declare I qualify as such because at least one of the following applies to me throughout the last financial year:

  • I had an annual income of £100,000 or more. This excludes money withdrawn from my pension (except where the withdrawals are used directly for income in retirement).
  • I held net assets of £250,000 or more. These exclude: (a) my primary residence or any money raised through a loan secured on it; or (b) any rights of mine under a qualifying contract of insurance; or (c) any benefits (in the form of pensions or otherwise) payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be, entitled; or (d) any withdrawals from my pension savings (except where the withdrawals are used directly for income in retirement).

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Self-certified Sophisticated Investor

I declare I am a self-certified sophisticated investor for the purposes of the restriction on promotion of non-readily realisable securities. I understand this means I can receive promotional communications from a person authorised by the Financial Conduct Authority which relate to investments in non-readily realisable securities.

I am a self-certified sophisticated investor because at least one of the following applies:

  • I am a member of a network or syndicate of business angels and have been so for at least the last six months;
  • I have made more than one investment in an unlisted company in the last two years;
  • I am working, or have worked in the last two years in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;
  • I am currently, or have been in the last two years, a director of a company with an annual turnover of at least £1 million.

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-readily realisable securities.