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; 
 
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 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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