Tax Planning

Utilising your tax allowances is central to excellent financial planning. Whatever stage of life you are in, you can benefit from a financial planner assessing your current finances and planning your most tax efficient way forward.

The UK tax system can be very difficult to navigate, so working with an expert to make sure you’re not paying more tax than you need to can be very beneficial. After all, if you’re saving that amount in tax, you can use it to try and achieve your financial goals.

You could master individual aspects of the system but the trick can be understanding the combinations that apply to you and that’s where our financial planners really add value.


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Understanding the risks

A Wren Sterling financial planner will only recommend these types of investments if your circumstances and objectives merit them. It’s important to remember:

  • Venture Capital Trusts (VCTs) are high risk investments and there may be no market for the shares should you wish to dispose of them. You may lose your capital.
  • Enterprise Investment Schemes (EISs) and Seed Enterprise Investment Schemes (SEIS) are very high-risk investments. An EIS/SEIS investment is usually concentrated in one single unquoted trading company. Often there is no market for the shares and it may therefore be very difficult to make a disposal. There is a strong possibility of the chosen company failing.


Speak to us about tax planning today


Why Wren Sterling?

  • 14,000+


  • £7bn

    Assets managed

  • 100+

    Financial planners

  • 96%

    Client retention

Stats correct at March 2023

Read about our clients' experiences of financial planning with Wren Sterling.

Get in touch for specialist advice and support call 0115 908 2500