Our investments help people plan for their financial future.
Since 2000, we’ve been challenging the investment industry. People choose us because we offer smart ways to invest in the important things, like renewable energy, healthcare and housing.
Versatile planning tool that can benefit high-earning clients.
Investments that clients can pass on free from inheritance tax.
Using peer-to-peer technology to target regular interest payments from a portfolio of property-backed loans.
Competitive savings rates and more FSCS protection by spreading money across different banks.
Managed portfolio services target returns based on risk appetite.
Equity funds that tap into the potential of UK-listed smaller companies.
Remember, the value of an investment, and any income derived from it, can fall as well as rise. Investors may not get back the full amount they invest.
Tax treatment depends on individual circumstances and could change in the future.
Peer-to-peer investments are not protected by the Financial Services Compensation Scheme.
Tax reliefs depend on the VCT maintaining its VCT-qualifying status or portfolio companies maintaining their BPR-qualifying status.
VCT, smaller and unquoted company shares could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
Every adviser should have this estate planning tool in their locker. Read why Business Property Relief is becoming a mainstream solution.
BPR-qualifying investments place investor capital at risk. Tax relief depends on personal circumstances, legislation and qualification.
An estimated £5.5 trillion will pass between generations over the next 30 years. Every adviser in the country should have a plan for this.
If you have a client considering a VCT, then you’ll want to do due diligence before making a recommendation.
Planning for liquidity, diversification, targeted returns, etc.
Got a question?
Call us on 0800 316 2067