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Dundas House, 166 Buchanan Street, Glasgow, G1 2LW, Company No. SC249375

Warde Graham Consulting Limited is authorised and regulated by the Financial Services Authority. Registered in Scotland, registered number SC249375.
Registered address Dundas House, 166 Buchanan Street, Glasgow, G1 2LW. We are entered on the FSA register number 225466 at www.fsa.gov.uk.

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Last Chance to Claim Tax Back

Posted by Alan Roe on Friday, 18 February 2011 in Tax Planning

Many individuals will have finalised their tax affairs for 09/10 on 31st January and will have had to write a cheque to settle their account. You have a final chance to get this back.

The current tranche of Capital Preservation EIS will be invested by 23rd March 2011, allowing you to carry the relief back to 09/10 and reclaim tax paid. I have put a bullet point summary on the EIS below if you have any questions let me know.

Tax Relief -20%, can be carried back to 09/10
Max Investment- £500,000
Investment Strategy - Capital preservation
Limited Capacity -£20m
Closing date- 15th March to allow full investment before 23rd March
Charges- Provider does not get AMCs until client has had capital returned

Tags: Tax Planning Scotland, Tax Planning Glasgow, Tax Planning UK, Tax Planning Paisley, Tax Planning Hamilton, Tax Planning East Kilbride, Tax Planning Edinburgh, Personal Tax Position

Alan Roe ( View Google Profile )

Alan has been advising individuals and corporate entities for over 15 years, both in the UK and overseas. He set up Warde Graham in 2003 after a successful career in wealth management.

Working closely with clients, Alan puts together holistic financial planning solutions taking time to understand clients’ business, individual and family needs. Many clients are referred by solicitors where tailored advice is a priority, to mitigate inheritance tax and plan for long term care provision. Alan has a strong knowledge and expertise of the full range of Trusts, advising both families and individuals, while keeping up to date with the ever changing legislation.

Alan has three children and is a keen sportsman with an interest in golf, curling and hill walking - the latter to relax from the frustrations of the others.

http://www.wardegraham.co.uk

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