Unit Trusts and OEICs (open-ended investment companies) are structures where many investors put their cash into one fund which can then be invested in the stock market. They allow much greater diversity than you could get by investing yourself. Along with the benefits of expert investment management, they can help you spread and therefore reduce risk and can be significantly cheaper than investing alone.
Another fundamental advantage over direct equity investment is that you are only liable to capital gains tax when you withdraw money from the fund. The fund itself does not pay tax on any gains made within the fund.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
Your First Meeting is at our Expense
In this meeting we’ll help you get a better understanding of what financial issues you need to be considering.
We'll also simplify your financial future by busting through a lot of the jargon that exists in this profession.
And then we’ll quote a fixed price before moving to the next step, with no obligations.