Again, should your ‘Financial Masterplan’ dictate that we need to invest for your financial future, we can make a personalised recommendation on both the ‘tax wrapper’ to be used, and the most suitable investment portfolio. 

By ‘tax wrapper’ we always use those stipulated by the Government and are tried, tested and  proven over time. Typically this would involve the use of: 

  • Pensions
  • ISAs
  • Onshore and offshore investment bonds
  • General Investment Accounts
  • Enterprise & Seed Enterprise Investments Schemes
  • Venture Capital Trusts
  • Business Property Relief portfolios

The value of your investment can go down as well as up and you may not get back the full amount you invested. A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The value of your investments (and any income from them) can go down as well as up, which would have an impact on the level of pension benefits available.

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If you are interested in reaching your finacial goals now is the time to get in touch!

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