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Capital Investments

Lump sum investments are the cheapest method, especially if planning can be commenced well in advance. Investment choices lie between:

• National Savings Products
• Bank and Building Society Deposits
• Index Linked Gilts.
• Individual Savings Accounts
• Unit Trust and Investment Trust.
• Zero Dividend Preference Shares. (certain issues only).
• Second Hand Life Policies.
• Guaranteed Growth Bonds.

By carefully building a plan based upon the above factors and using tax efficiency both now and in the future you will achieve a plan that has a good chance of succeeding and yet not be exposed to an undue bias of investment.

If you would like to discuss any aspect of this subject please contact David Steed (Independent Financial Adviser) on 01527 861490 or at our business address, The Granary, Rashwood, Droitwich, Worcestershire WR9 OBW. (Email - L54510@exchange.uk.com)

David Steed AFPC MSFA

 

 

 





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