tax

Most people invest in  financial products and funds because they believe these will bring them superior returns. However, the tax implications of any investment should also be considered as they could reduce or wipe out some of your gains.    

That said, you should not “allow the tax tail to wag the investment dog.” This is because although some investments are highly tax privileged (such as venture capital trusts, EIS and Aim shares), these are also high risk investments which could result in you losing a large portion of your capital.

This is why it is usually a good idea to take advice from an independent financial advice. A good IFA should be able to advise you on the tax implications of any investment you make as part of the ‘reasons why’ letter you should receive.

Furthermore, if an IFA gives you inappropriate advice you have recourse to the Financial Ombudman Service.