Investment Advice

There are many reasons to consider making an investment, and many options in doing so. You may be looking for better returns than in a savings account, or you may be looking for tax advantages. For others, the incentive will be to set up a regular income, or to pass money to family members in a managed way.

Whatever the motivation, there will be various things to consider including:

• How long are you willing to invest for?
• What is your attitude to Risk and Reward? – higher rewards can come with higher risk
• What is your tax situation? Are tax allowances being fully used?
• Do you need to take an income from your investment?
• Do you have any investment preferences? Are there locations or types of investment to avoid?
• Do you need to consider Inheritance Tax mitigation such as putting the investment in trust?