IHT Estate Planning
Investments for Growth
or Income
Estate Planning
Estate Planning - Inheritance Tax Planning
When looking to invest whether it’s for Growth, Income needs or a desire to protect your wealth from potential inheritance tax liabilities, obtaining the correct advice for your circumstances and risk profile is essential.
As part of our Wealth management services, we can assist in building you a Bespoke Investment Plan, taking into account your;
- Investment Objectives
- Risk Profile
- Tax position
- Access requirements/Timescales of investment
When building an Investment plan we will consider the following types of investments;
- Stocks and Shares ISAs
- Unit Trusts/Open Ended Iinvestment Company's - Investment Accounts
- Investment Bonds - Onshore & Offshore Bonds
- Structured Savings Products
- Venture Capital Trusts/Enterprise Investment Schemes & Business property relief products
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
