There are such a wealth of investment products including ISA’s Investment Bonds, Unit Trusts & OEIC’s, Enterprise Investment Scheme’s & Venture Capital Trusts to name a few, all are treated differently from a tax perspective and some can be used with trusts to achieve different objectives.
We are experienced in using these tools to create plans to meet our client’s objectives.
NOTE – THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN.
The Investment Process
Underpinning any product whether it be a pension an ISA or any other arrangement, the investment process is fundamental.
We assess a clients attitude to risk and objectives and then design portfolio’s to achieve goals and objectives within the identified risk parameters which are kept continually under review.