Investments for Growth or Income
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;
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 Investment Company's - Investment Accounts
Investment Bonds - Onshore & Offshore Bonds
Structured Savings Products
Venture Capital Trusts/Enterprise Investment Scheme & 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.
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