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Andrew Aldridge: Tax planning 'Top Trumps'

Andrew Aldridge, Partner and Head of Marketing at Deepbridge, recently spoke with Professional Adviser to share his thoughts regarding the world of tax-efficient investments and assesses which relief is the trump card for advisers and clients.

"Top Trumps, the classic age-old card game we’ve all enjoyed over the years, is described as, ‘Each card contains a list of numerical data, and the aim of the game is to compare these values to try to trump and win an opponent's card.’

In the world of tax efficient investments this is often replicated on the standard presentation slide that shows the varying tax reliefs available via various Government incentive schemes including, but not exclusive to: pensions, ISAs, business (property) relief, agricultural relief, social investment tax relief (SITR), venture capital trusts (VCT), the seed enterprise investment scheme and, of course SEIS’s big brother, the enterprise investment scheme (EIS)."

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