Investment Articles

Investments Articles

Investment Bonds

Investment Bonds Investment bonds are life insurance policies where you invest a lump sum in a variety of available funds. Some investment bonds run for a fixed term, others have

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Venture Capital Trust

Venture Capital Trust A venture capital trust or VCT is a tax-efficient UK closed-end collective investment scheme. It is designed to provide private equity capital for small expanding companies and

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Enterprise Investment Scheme

Enterprise Investment Scheme The Enterprise Investment Scheme was introduced in 1997 by HMRC. Its aim is to encourage private investors to invest in expanding companies in the UK, to provide

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Defined Benefits Pensions (DB)

Defined Benefits Pensions (DB) The pension is designed to provide a guaranteed, index-linked, pension income in retirement. The pension does not have a cash equivalent value and is valued based

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Portfolio Partners

Portfolio Partners Investment return that you can be confident of Investment return is a widely discussed topic. What should you expect? Will your portfolio outperform the market? Which are the

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Tax-Efficient Investments

Tax Efficient Investments There are various, HMRC approved, investment wrappers that offer people who invest in them generous tax reliefs. These are all designed to help reduce the risk of

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Lifetime Allowance Strategies

Lifetime Allowance Strategies There are several strategies that can limit the lifetime allowance that you may need to pay in the future. As with all financial planning, the personal circumstances

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