Making the most of your Investments
In these low interest rate times it has become a very important challenge to us to advise you on ways to use your money to create greater income from savings to top up income, than the paltry rates of cash based investments allow.
We have access to various schemes that offer different options of payment frequency, access to your capital, levels of return.
We can also combine tax effective Trust arrangements to manage Taxes, including Inheritance Tax.
The important thing is to have your requirements individually assessed and solutions tailored to meet your needs taking full account of all your requirements such as income needs, requirements for access to capital, attitude to investment risk and taxation.
The value of units can fall as well as rise, and you may not get back all of your original investment.
Inheritance Tax Planning and Trust and Tax Planning advice are not regulated by the Financial Conduct Authority