Newsletter – February 2019

As the end of the 2018/19 tax year approaches, we look at some areas that you may wish to review:

  • ISAs (Individual Savings Account)
  • Pensions,
  • VCTs (Venture Capital Trust) & EISs (Enterprise Investment Scheme)
  • CGT (Capital Gains Tax)
  • IHT (Inheritance Tax).
  • Also please see wealth management

REVIEW YOUR SITUATION

  • KMD Private Wealth Management services are tailored to meet the needs of High Net Worth individuals and families.

    If you would like to have an initial conversation with one of our experienced chartered planners to briefly outline your current challenge/s, please call us or complete the form below. You will be under no obligation to use our services, but we hope will find the experience helpful in working through your priorities and deciding on next steps.

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