Wealth Management 360°

Your Tax Optimisation Strategy

Helping you to make your contributions in the most tax-efficient way possible.

Our focus is to maximise your returns, and an essential part of this is ensuring your investments are optimised for tax purposes. We do this by designing and implementing your financial plan through a bespoke tax-optimisation strategy. We’ll also help you manage your retirement income more effectively, working towards an overall tax rate in the low single figures.

 

Wealth-building approaches to tax optimisation

Your Amicus Financial Adviser will support you on how the following financial tools can optimise your tax position:

Please note: Tax treatment depends on your individual circumstances and may be subject to change in future. Not all service lines are regulated by the Financial Conduct Authority. Access to Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EISs), Seed Enterprise Investment Schemes (SEISs) and Offshore structures are subject to individuals meeting the minimum regulatory thresholds, which may be subject to change. EIS and VCTs are higher-risk investments, so they might not be suitable for everyone and therefore it’s important to seek financial advice.

Ready to build your Tax Optimisation Strategy?

Tap here to get started or to learn more about our wider Wealth Management 360˚ Service

Four Steps to Financial Freedom

Choose where to start with Amicus:

1

Your Lifetime Wealth Model

Our cutting-edge technology will map your finances so you can make informed decisions about your money.

2

Your Tax Optimisation Strategy

We’ll prepare tailored advice on how to limit your exposure and keep your overall tax rate low.

3

Family Office

Amicus experts and strategic partners will be on hand to secure your wealth at every stage of your life.

4

Investment Excellence

Our specialist teams will present you with short and long-term investment opportunities to grow your wealth.
ABOUT US

Helping you achieve financial freedom

We’ve made it our mission to enable more people to make life decisions without worrying about the cost. Whether it’s working on your own terms, retiring early or growing your retirement fund, we’ll help you to make it happen.

Learn more

Having worked with Mike and Amicus since it's inception I know that my finances are in good hands. The regular reviews that Mike organizes with me to validate the investment strategy enable us to tweak the portfolio along the way for maximum value and has helped produce strong returns. I have used Mike and his colleagues at Amicus to inform me across various other parts of my financial planning, including arranging the financing for property purchases and have been confident in recommending him to friends and colleagues who have communicated to me that they are equally pleased.”

L.S-C

I particularly like the fact that I will be made aware of potential future changes in legislation or rules that could impact me. This combined with the regular review meetings that re-assess current state gives me the confidence that I can adjust my financial plans in plenty of time, if required.”

J.T

I have a great relationship with Mike and trust him 100%. He knows my goals, risk tolerance and appreciates my lack of time. I am a very structured person and like that he always comes super prepared for our meetings. I feel as though my financials are in a safe pair of hands but also that my changing needs are being met. I see this as a long-term partnership.”

V.C

I would certainly recommend Amicus Wealth as the financial company you should be talking to. I was provided with impartial, practical and professional advice on my financial portfolio which I have matured both privately and professionally. After using another renowned broker, I decided to obtain a third party opinion and went to Amicus Wealth who methodically and meticulously went through my various policies and ended up with a streamlined and comprehensive set of policies that provides for my future and at a reduced premium – what else could I ask for.”

T.H

I originally approached Will Pennie because I was looking for advice on pension management. Having received very good guidance and support on my pension planning, I also used Will for a more holistic approach to the management of my finances. I have already recommended Will to colleagues, the sort of person that would benefit most from using Will is the busy senior manager/executive that cannot dedicate the time required to self-manage their finances and is looking for solid and dependable financial advice.”

G.K

Gethin put forward a range of suggestions and ideas that I would not have been able to undertake myself to ensure that I maximized the window of investment opportunity available. Before I came to Amicus, I had no real specific concerns however has previously dealt with my financial arrangements myself but wanted to understand transparency of arrangements. It has been a very useful experience to help me get my financial planning on a sound footing and provide opportunities for the future. ”

C.S

I have no hesitation in recommending Chris’s services. In my view – regardless of your situation – it is always worth an initial conversation with Chris to see if he can assist you in meeting your investment and tax management objectives. When I first met Chris I did not have a clear idea of what I was looking to achieve or indeed what was possible. I also needed to feel comfortable dealing with him and his company.”

M.W

We would recommend Amicus to seasoned and novice investors alike and to any budding entrepreneurs. Dave and his team at Amicus are a dynamic, forward looking company and I am confident that our investments and the advice we receive are on a very sound footing. We particularly liked the thorough approach and risk analysis Amicus used to understanding our financial situation and advising on the possible strategies which could be used to maximise our funds growth over the long term.”

G.Y