Investments and Savings
Your tax position, goals and aspirations and your attitude to risk, are vital areas that need to be explored, enabling us to provide suitable advice that is tailored to your requirements.
Investment Bonds are lump sum investments that benefit from a number of tax advantages. They have no fixed term but have been designed for growth over the medium to long term.
Find out more about investments bonds by downloading our free fact sheet.
Collective Investment Accounts
A Collective Investment Account allows you to invest in a range of unit trusts and OEICs (Open-Ended Investment Companies). They are designed for diversified growth over the medium to long term and there is no cap on how much you can contribute.
Find out more about Collective Investment Accounts by downloading our free fact sheet.
Individual Savings Accounts (ISA’s)
An Individual Savings Account (ISA) is an investment wrapper that provides the attraction of growth that is free from both income and capital gains tax.
Find out more about ISA’s by downloading our free fact sheet
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