Investment and tax advice

"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful."

Warren Buffett

As more and more people look to actively manage and grow their own wealth, it is helpful to have a trusted and knowledgeable advisor on hand during your journey, to help guide and inform you of investment options, potential tax pitfalls and most importantly, tax saving opportunities.

At Langdowns DFK, our investment and tax experts take the time to sit down with you, gain a full understanding of your affairs, your aims and priorities, in order to give you the most effective and appropriate advice for structuring your assets and investing for your future.

Already facing a tax liability? Not a problem. We can also identify opportunities to mitigate taxes that have already arisen and identify ways to mitigate future taxes.

Areas of expertise include:

  • Buy to let properties
  • Furnished holiday lets
  • General capital gains advice and calculations
  • Investment schemes
    • Venture Capital Trusts (VCT)
    • Enterprise Investment Scheme (EIS)
    • Seed Enterprise Investment Scheme (SEIS)
  • Pension planning
  • Trusts
  • Inheritance tax planning

To find out a bit more about how we can help you make more from your investments, give us a call to arrange a coffee and chat.