Whether our clients are seeking to optimise the wealth they have already accumulated, or save on a regular basis, we offer a wide range of investment services, from simple ISA’s , to tax advantageous trust schemes, VCT’s and EIS.
Enterprise Investment schemes (EIS) and Venture Capital Trusts (VCT) invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
Tax treatment varies according to individual circumstances and is subject to change
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Family run business since 1963