Tax wrappers: a summary of the key differences

A summary of some of the wrappers available to investors to maximise tax-efficient returns
October 2019

Barry Foster

Vice President,
Strategic & Technical Sales

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Risk Disclaimer

This content is based on our understanding of legal and tax regulations and practice at the time of writing (October 2019). It has been produced for information only. We do not provide tax, accounting, regulatory or legal advice. No action must be taken or refrained from being taken based on this content alone.

Key takeaways:

  • Understand the internal tax treatment of some of the main tax wrappers
  • Tax charges and exemptions: learn how they apply
  • Understand the main similarities and differences in their tax treatment

A summary of some of the wrappers available to investors to maximise tax-efficient returns

There are various tax-efficient wrappers available to the UK retail investor. Pensions and Individual Savings Accounts (ISAs) may be the most well-known and popular way of saving in a tax-efficient manner, but there are other options for investors with different needs and objectives that have varying tax benefits.

Download our summary of some of the most used tax wrappers and the differences for investors.

Risk Disclaimer

This content is based on our understanding of legal and tax regulations and practice at the time of writing (October 2019). It has been produced for information only. We do not provide tax, accounting, regulatory or legal advice. No action must be taken or refrained from being taken based on this content alone.