Tuesday, 19 March 2013 08:57

Unit Trusts

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A unit trust reduces your risk of investing in the stock market by pooling your savings with thousands of others, and then spreading the money across a wide range of shares or other types of investment.
Unit trusts are also cost effective, charging a fraction of what it would cost you to invest in a broad basket of shares by yourself. The beauty of unit trusts is that professional fund managers are employed to look after your money.

Unit Trust Performance

So what is a unit trust and what are the risks?
By diversifying your investment, a unit trust will spread the risk automatically. You could therefore benefit from stock market returns without limiting your investment to a small number of companies.
Whatever your objective, income now, income later, a growing income or building up a large investment, a suitable unit trust can be found. There are many unit trust plans available, and we can find a unit trust to meet your risk profile. Please contact us for further information

Unit Trusts & Income Tax

Income from unit trusts is liable to income tax and capital gains are potentially liable to capital gains tax if personal allowances and reliefs are exceeded.
Read 9944 times Last modified on Tuesday, 19 March 2013 11:09
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Jonathan Hales

Independant Financial Advisor

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