Background and objectives
Mr Y has been a clarity client for a number of years, receiving ongoing financial planning advice through our clarityONE-TO-ONE service and ongoing investment management advice through clarityPORTFOLIO.
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As part of our ongoing advisory services to Mr Y, we carefully manage disposals from his investment fund portfolio in order to make optimum use of his annual capital gains tax (CGT) allowance.
During our latest review meeting, Mr Y was also keen to investigate options for a £150,000 venture capital trust (VCT) investment.