Investments

This is an at-a-glance guide. We would always recommend a meeting with one of our advisors to properly assess your position and design a tailored portfolio to best protect your interests.The value of investments and income from them may go down. You may not get back the original amount invested and the levels, basis and reliefs of taxation are subject to change.

Individual Savings Accounts (ISAs)

An ISA is an individual savings account that allows you to invest and save free from UK tax. You can open a cash ISA, a stocks and shares ISA, a Lifetime ISA, an innovative finance ISA or combinations of all four as long as you do not exceed the annual limit, which at the moment is £20,000. There are also Junior ISA’s for children up to the age of 18 with an annual limit of £9,000.

Asset-backed Investments

There are different asset backed investments open to the individual investor, from contribution levels right through to taxation treatment of each investment. Our staff can explain these in detail during your assessment meeting.

Deposit Based Investment

There are various deposit based investment vehicles available in the marketplace today. Our staff can explain these in detail during your assessment meeting and what they mean to the individual investor