Investments & Savings

  
  • Stocks and Shares ISA - A tax free savings plan allowing you to put money into various products such as unit trusts, open-ended investment companies (OEICs - similar to unit trusts) and investment trusts, as well as government bonds and corporate bonds. This means your investment can go down as well as up.
  • Cash ISA - Cash ISA’s allow you to invest up to a set amount of money per year into savings. This earns you tax free interest through a deposit account or with a bank or building society. There are different types of Cash ISA’s to choose from.
  • Unit Trust - An investment Plan which offers access to a wide range of investment funds for both regular and single premiums.
  • Bonds - Usually an open ended single premium investment contract that can accommodate both low and high risk investors.
  • Savings Plans - A regular premium contract usually with a minimum term of ten years. These are often used for children savings.
  • Offshore Investments - A savings vehicle for single or regular premium investments that can have additional tax advantages by being offshore.
  • School Fees Planning - a concept to help generate a lump sum to pay for school fees in the form of long term savings.

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