Whatever your reasons for investing, we aim to make the process as easy as possible so you do not have to worry about it. This allows our clients to nurture their passions and interests safe in the knowledge that their wealth is in our expert care.
Tax efficient investing
An individual approach
An individual approach
Making the most of your available tax allowances is a key aspect of ensuring your wealth works for you. Our investment managers can manage a range of tax efficient portfolios and our wealth planners can advise on the appropriate structure for your investments and utilise the tax-efficient allowances available to you and your family.
Where appropriate, we can establish different investment wrappers on your behalf, including ISAs, pensions, offshore bonds and trust accounts.
Get in touch
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020 7600 1660
Flexible investing
Our discretionary services can be used to manage portfolios within range of tax efficient wrappers, including:
JM Finn does not provide tax advice and independent professional advice should be sought.
What our clients say
I have unfettered access to my investment manager; I find JM Finn's paperwork straightforward and actions taken on my account clearly explained. Overall I feel I am still treated as a valued individual.
Comprehensive wealth management
Combining wealth planning and investment management allows us to offer a comprehensive service to help our clients manage with wealth.
Latest insights
As an increasing number of estates become liable for inheritance tax, discounted gift trusts are coming into the spotlight as a possible route for IHT mitigation.
Meet Rebecca, Wealth Planner in our London office. In this video she provides insight into the goals for the wealth planning team for the rest of 2025, how the team are helping clients manage the…
Read top tips for personal taxation from our Wealth Planning team for the year ahead.