Investments and Savings

We would like to make you as well off as possible, working within your attitudes to Investment Risk, which may be from from those who require a level of protection on their investments to adventurous investing.

By looking at Your Objectives, your Tax position and the time frame, we would try to make your money work harder for you.

 

  • Have you used all your “Tax Breaks” this year?
  • Can we make use of your ISA and Capital Gains Tax allowances?
  • Have you had a windfall, inheritance or have you sold a business?
  • Do you wish to save regularly or invest a lump sum?
  • Do you need to invest for School or University Fees? Or, what about that special Holiday?
  • We can organise Trusts, Venture Capital Investments (VCTs), Enterprise Investment Schemes(EISs) etc and utilise your tax reliefs.

 

The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested

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