Effective, tax-efficient investing

At Killik & Co tax-efficiency is reflected in everything we do

Whether you are looking for investment advice or someone to manage your portfolio for you, at Killik & Co tax-efficiency comes as standard, not just at the end of the tax year.

From ISAs and SIPPs to Estate Planning and EIS, your dedicated Manager takes a lifetime approach to tax-efficiency, helping you can make the most of the opportunities available to you.

As we near the tax year end on April 5th, we have gathered together some of the key considerations to help ensure you are investing tax-efficiently, from rates and personal allowances, to a useful checklist of the various tax-efficient vehicles available.

Contact Us

From a holistic overview of your individual circumstances to expert investment advice on the assets held inside each tax wrapper, you can be confident that you are covered when it comes to the end of the tax year. Find out about our Advised Investment Service and our Managed Investment Services or get in touch:

 

Contact us

Advised Investment Services

If you are looking for a traditional stockbroking service and wish to maintain your own portfolio, our award-winning advisory services are for you.

Managed Investment Services

Entrust the day-to-day management of your investments to your dedicated Investment Manager and our award-winning discretionary services.

Talk to one of our Advisors today

To find out more about our tax efficient saving, please contact your nearest branch, info@killik.com or 020 7337 0777.

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ISAs

Make the most of your tax free allowance (£20,000 until April 2018) to invest your savings.

Self Invested Personal Pensions

An award-winning SIPP, allowing access to the majority of pensionable investments traded almost anywhere in the world.