A Private OEIC – Your Own Family Investment Fund

A Private OEIC – Your Own Family Investment Fund

A private OEIC (Open Ended Investment Company) could be the solution if you have maxed out the allowances available for tax wrappers such as pensions and ISAs.   It is an alternative tax efficient way of investing large sums of wealth for you and your family.   What...
When To Sell An Investment

When To Sell An Investment

When to sell an investment is just as important as when to buy an investment.   Remember you don’t make or lose anything when you buy an investment. You make a gain or loss when you sell.   Have you seen large rises in the value of your investment in the last year or...
3 Ways You Can Prepare For The Upcoming Budget

3 Ways You Can Prepare For The Upcoming Budget

For the last couple of weekends you may have seen various headlines stating that the Chancellor wants to raise taxes in the upcoming Budget.   There’s been reports that Corporation Tax, Capital Gains Tax, Inheritance Tax and even pensions will be hit with increased...