Tax Efficient Investments


Mainstream Tax Efficient Investments

Comparison of Investments Vehicles
Investment VehicleINVESTMENT AT A GLANCELoss Relief Against
FURTHER INSIGHTS
Income Tax Relief
CGT Relief on Gains
CGT Deferral
IHT
Dividends
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Individual Savings Accounts (ISA)
N/AYESN/AN/ACapital GainsN/AN/A
Maximum Annual Investment:
£20,000

Pensions
YESYESN/ADependsCapital GainsN/AN/A
Maximum Annual Investment:
£40,000