There are many different asset-backed investments open to the individual investor. Each type has own specific risks, benefits and taxation treatment.
Investments
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.
There are various deposit-based investment vehicles available in the marketplace. Many customers will have money on deposit either with a bank or building society.
Under the so-called New ISA, the contribution limit for Cash ISAs and Stocks and Shares ISAs has effectively been merged, with the overall limit increased to £20,000
This at-a-glance guide is intended to give you a quick snapshot of a range of different investment vehicles available.
A platform brings together your investments and pensions online, allowing you to view them in one place – a bit like online banking.
A guide to investment planning -
In this guide, we aim to give you a broad
overview of how we could help you with
your investment planning. If you’d like to
learn more, then get in touch and we’ll
provide you with expert advice tailored
to your personal circumstances.
A guide to successful estate planning
This guide provides a broad outline of Inheritance
Tax (IHT) and the various aspects involved in
estate planning.
A guide to planning the financial futures of
the children in your family.
Intestacy is the legal term for when someone dies without a legal will. If you have not created a will, the distribution of your assets then becomes the responsibility of the law.
It’s therefore important to write a will to ensure you have control over what happens to your
assets. The diagram below outlines the intestacy rules for England & Wales.
This guide aims to highlight some
of the typical milestones many of
us will face. You can apply your
own circumstances to see when
financial advice would be most
appropriate for you.