Other Savings and Investment Products

There are numerous options when it comes to making an investment. To discuss your investment options, arrange an appointment with one of our advisers.

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Enterprise Investment Schemes (EIS)

Enterprise investment schemes are designed to encourage investment in smaller companies, who are in need of finance to start up or expand their business.

With a higher risk bracket, investments carry major tax incentives and other benefits. This is now the only UK tax efficient scheme that offers Capital Gains Tax (CGT) deferral.

Venture Capital Trusts (VCTs)

Investing in a VCT spreads the risk over a number of companies in higher risk brackets.

VCTs are companies that are registered on the London Stock Exchange, and run by fund managers who are often part of larger investment groups. VCTs must be HMRC approved for the scheme.

Not all EIS and VCTs are authorised and regulated by the Financial Conduct Authority.

These are just some of the areas we specialise in.

If you don't see what you're looking for or would like to know more, call us for a chat about your investment.

Tax Planning for Life: Savings and investments ideasTPL 2020 21

There are more savings and investment ideas, tax planning suggestions and tips for arranging your finances to minimise inheritance tax and capital gains tax in our annual Tax Planning for Life guide.

Download TPL 2020-21 >more


Contact our savings and investment advisers to arrange an appointmentTimeMgt

While we are based in Glasgow, we are happy to travel to visit clients across Scotland and the rest of the UK. For free initial savings and investment advice from our experienced financial advisers, contact us on 0141 272 0000 or fill out our online enquiry form.