Ethical investment opportunities

Where’s your money growing?
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Talking pensions

Don’t be put off from taking action
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Shaping your portfolio

Deciding between growth and income
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Protecting against the unexpected

Putting steps in place to protect your standard of living, and that of your family
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ISA surgery, use it or lose it

Have you taken advantage of the increased ISA allowance?
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Key tax planning tips

What you can do to reduce tax?
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Strong stock market
growth pushes up values

Record amounts paid into investment funds last year
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Inheritance Tax mitigation

Whose wealth is it anyway?
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Creating wealth

Solutions for the diverse needs of both our wealthy clients and those who aspire to become wealthy
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Pooled investments

Providing the potential for capital growth or income, or a combination of both
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50 per cent tax rate 

Mitigating the impact of the forthcoming rate increase
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Unit trusts

Participating in a wider range of investments
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Open-ended investment companies

Investing in a variety of assets to generate a return for investors
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Tax-efficient SIPPs

Greater flexibility and control over your savings
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Content of the articles featured in this publication is for your general information and use only and is not intended to address your particular requirements or constitute a full and authoritative statement of the law. They should not be relied upon in their entirety and shall not be deemed to be, or constitute advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles.