As well as providing a General Investment Account, a portfolio can be held within a range of tax structures that provide tax advantages such as:

  • Individual Savings Accounts (ISAs)
  • Inheritance Tax Portfolios
  • Self-Invested Personal Pensions (SIPPs)
  • Small Self-Administered Pension Schemes (SSASs)
  • Individual Trusts and Charity Accounts
  • Onshore and Offshore Bond Accounts

Where applicable, the Capital Gains Tax (CGT) position is managed to ensure utilisation of annual CGT allowances. An annual CGT report is produced as part of our service.


And the winner is…… Northern Island

Election commentary by Investment Manager David Battersby A second election in as many years and the Conservatives are still the largest party but no longer with a majority so how did this come about. On 18th April Theresa May announced a snap general election to take place on Thursday, 8thJune. This was a surprise even…