Tax efficient investments

Ensure your wealth is working efficiently for you.

Changing policy and legislation means navigating tax efficient solutions available to you can be complicated.

These should be a vital component in your plan to ensure your money is working as efficiently as possible for you, helping to secure your financial future.

Maximise the efficiency of your wealth by making smart, tax-efficient investment choices. We will help ensure your financial strategy is optimised to work best for you.

Achieving your tax efficient strategy

Learn

We will invest time in understanding what matters to you, ensuring our strategies maximise your tax efficiency and align with your financial goals. This personalised approach helps you derive the most value from your investments.

Evaluate

We will assess your current structure and look for opportunities within your plan. A comprehensive evaluation will help align your financial strategy with your goals, maximising the effectiveness of your investments and ensuring your wealth is structured appropriately.

Inform

Your consultant will present the options and underlying strategies available to you and how they best help you achieve your goals. Visibility of these strategies will be demonstrated through utilising cash flow forecasting software.

Solutions

Our finalised recommendation will be flexible to safeguard your plan’s continuity and provide more financial options long-term, ensuring your strategy evolves with changing circumstances for greater security and peace of mind.

Navigating the complex

Solutions

We will be able to identify the best structures for your wealth and how to utilise the allowances available to you, providing you with as much financial flexibility as possible in the future and ensure you are not ‘falling foul’ of tax traps within the complex UK legislation.

Regular reviews

Through an ongoing collaborative approach and our expertise, we can make changes where appropriate to evolve your plan with your ongoing objectives in mind and when legislation changes, we will adapt your plan appropriately.

Some key considerations within your plan should be:

Do you think your plan structure is appropriately interlinked to provide you with options in the future?

Are you up to date with current legislation or could you be missing opportunities within your plan?

Do you feel comfortable, your plan remains on track to help secure your financial future?

Do you think your plan structure is appropriately interlinked to provide you with options in the future?

Are you up to date with current legislation or could you be missing opportunities within your plan?

Do you feel comfortable, your plan remains on track to help secure your financial future?

Our latest thinking

The top five benefits of offshore bonds

You may know about the tax benefits of an Individual Savings Account (ISA) or pension plan, but you might be less familiar with offshore bonds.

Navigating Capital Gains Tax in the 2025/26 tax year

CGT allowances are shrinking and rates rising—investors must act now to manage portfolios smartly and avoid unexpected tax bills.

Discounted Gift Trusts – Having your cake and eating it

How does a Discounted Gift Trust (DGT) work? Our article provides further insight on how DGTs can offer opportunities as part of your financial plan.

The top five benefits of offshore bonds

You may know about the tax benefits of an Individual Savings Account (ISA) or pension plan, but you might be less familiar with offshore bonds.

Navigating Capital Gains Tax in the 2025/26 tax year

CGT allowances are shrinking and rates rising—investors must act now to manage portfolios smartly and avoid unexpected tax bills.

Discounted Gift Trusts – Having your cake and eating it

How does a Discounted Gift Trust (DGT) work? Our article provides further insight on how DGTs can offer opportunities as part of your financial plan.

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Case studies

Financial planning advice on how to best position your investment to generate an income in retirement.

Our case studies below demonstrate how we can work with you, to help secure your financial future, select one of our case studies to find out more.

Foundation

Financial Planning advice for a simplified financial journey to help establish strong foundations for future financial success.

Core

Financial advice for when your planning needs have evolved to encompass increased complexity when establishing your financial strategy.

Premium

Advice for complex, high-net-worth financial circumstances that can require sophisticated solutions to help achieve your financial goals.

Let us know your enquiry and we’ll be in touch.

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Disclaimers

Crowe Financial Planning UK Limited is authorised and regulated by the Financial Conduct Authority (‘FCA’) to provide independent financial advice.

The information set out in this page is for information purposes only and is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. It does not constitute advice to undertake a particular transaction. Appropriate professional advice should be taken on specific issues before any course of action is pursued. Any advice provided by a Crowe Consultant will follow only after consideration of all aspects of our internal advice guidance.

Past performance is not a guide to future performance, nor a reliable indicator of future results or performance. The value of investments, and the income or capital entitlement which may derive from them, if any, may go down as well as up and is not guaranteed; therefore, investors may not get back the amount originally invested.

The Financial Conduct Authority does not regulate Trusts, Tax or Estate Planning.

Please be aware that by clicking onto any links to third party websites you will be leaving the Crowe Financial Planning website. Please note that Crowe Financial Planning is not responsible for the accuracy of the information contained within the linked sites.