INVESTMENTS
in·vest·ment ( ïn-v ést'm ént) n. Property or another possession acquired for future financial return or benefit.
If you feel the financial services industry has left the above definition in tatters then think again. If you want a fresh, yet intelligent but reliable approach to investments, Arnold Aaron can help you.
We successfully advises private clients, trustees, businesses, pension funds, and charities on investments. This includes those clients we advise on inheritance tax, as many of the solutions will involve an investment, particularly through insurance wrapper trusts.
As part of our customer care philosophy we carefully measure the attitude to risk of our clients and through regular reviews ensure clients are aware as to how their investment is performing. This also provides the opportunity to confirm or reassess investment objectives and performance.
Tax considerations* are an integral part of the investment process, and investment structures are set up with this in mind. This is not just limited to ISA's, nor is it limited to when the investment is set up. We believe it's just as important to consider the tax situation before any disposal or exit from a trust or investment is executed, so we are equally on hand to advise on exit tax strategies as well. Sadly this is not the norm in the financial services industry, where many lose contact with their financial advisor once an investment is set up.
Some of the investment vehicles we advise on are:
- Guaranteed Accounts - Guaranteed no loss to capital investments, which are periodically available.
- Stocks and Shares ISA's - tax free investing for individuals.
- On and Offshore Investment Bonds - These are often placed under Trust, normally for effective Inheritance Tax Planning. With their own unique tax treatment, they provide many opportunities for tax planning.
- Investment Account - Investments in Unit Trusts and OEIC's. Open to both individuals, pension funds, charities and companies.
- Venture Capital Trusts - Vehicles to reduce an income tax liability
- Enterprise Investment Schemes - Vehicles used to reduce a CGT liabilities
*HM Revenue and Customs and the law relating to taxation are complex and subject to individual circumstances and subject to individual changes which cannot be foreseen.