Tax Efficient Investments

We offer a range of investments which look to optimise your tax allowances and take advantage of government-approved tax relief schemes. These range from stocks & shares ISAs/JISAs and SIPPs through to our Inheritance Tax Portfolio and investments in companies falling under the Enterprise Initiative Scheme.

ISA

Shard Capital offers a stocks and shares ISAs which can comprise of as many investments as you like. You can buy and sell holdings or make lump sum contributions at any time, as long as your annual limit of £20,000 is not exceeded.

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JUNIOR ISA

Junior ISAs (JISAs) are tax free investments for children under the age of 18, with returns free from Capital Gains Tax and dividends sheltered from higher rate tax, just like an ISA. All money invested is your child’s and is locked until their 18th birthday, and is a great way to save for their future.

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Self Invested Personal Pension (SIPP)

A pension is one of the most tax-efficient ways of saving for retirement. Shard Capital’s Self-Invested Personal Pensions (SIPPs) offer the freedom to choose and manage your own investments, offering great flexibility.

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AIM INHERITANCE PORTFOLIO SERVICE

Our AIM Inheritance Tax Portfolio Service is designed to significantly reduce the inheritance tax payable on an estate via Business Relief. It can be constructed within an ISA wrapper and benefits from our strong relationships with our market counterparts and AIM companies.

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ENTERPRISE INVESTMENT SCHEME (EIS) SERVICE

This is a discretionary service which provides an investor the opportunity to benefit from income tax relief. It only invests in listed EIS-eligible securities, unlike some of our peers who invest in unlisted stocks where pricing and liquidity is very opaque.

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