Investment

 

Investing money is all about where you invest it, irrespective of whether the funds are held in your own name, a pension, ISA, or Trust, the Wrapper - usually for tax planning - the underlying funds are what it's all about

 

For single amount or a regular payment we will help you consider the most suitable funds from an extensive choice, covering a wide range of asset classes to most suit your preferred risk profile

 

Pension - Attracts tax relief on the contributions, and a virtually tax free growth on the underlying funds. The fund's purpose is to provide you with an income in retirement.

 

Bonds - most useful to hold investments where income is required and you are a higher rate tax payer as tax is deferred for up to 20 years.

 

ISAs - A highly tax efficient vehicle which offers tax free growth and tax free income

 

Trusts - A more complex but still popular way of investing money where there may be a number of different people who can benefit from income or capital