Where Should you Invest?

The days of interest rates providing a return for the money sitting in your bank account are long gone, but there are still some good income opportunities, which, when invested in the right tax wrapper to make sure your income isn’t subjected to income tax or capital gains tax, can provide a steady reliable income.

The best starting point is usually a cash ISA or Stocks & Shares ISA, which allows you to invest up to £20,000 per person with any growth free of tax. We can also advise of the benefits of a general investment account, onshore and offshore bonds, venture capital trusts, and enterprise investment schemes.

What Investment Help can we Provide?

Our team will look at the amount you wish to invest, and help you to understand how you can spread your investments in various tax wrappers to minimise tax losses. We can also help you to understand the wider picture such as how your investments could perform over time, and how they can be passed on to your family in the event of your death.

We can recommend a wide range of investment products and explain the pro’s and con’s associated with each, and how much flexibility you have with your money once it’s invested.

There are various levels of risk associated with investments, but our cashflow modelling software can help you to understand what would happen to your money in the event of a stock market crash in addition to what would happen should it boom.

Get in touch.

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