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Investments

Investments are not simply about putting your money into a plan and seeing what happens.

It is important to consider what you want to achieve.

Are you investing for income or growth? Are you investing on a regular basis or as a one-off lump sum? How long do you want to invest for? How much risk are you prepared to accept?

Recent legislation on taxation of income means that the way you invest now has a more direct bearing on your gross income assessment and resultant taxation liabilities. It is imperative to review the structure of your investment portfolio to establish how you might control or reduce your new potential liabilities.

City Capital Analysis can help you to create a portfolio specifically to meet your own short and long terms needs, using a combination of products to reflect your financial objectives and your requirements for access.

Our experts can offer guidance on:

· Investment Bonds – Onshore and Offshore
· Guaranteed Income/Growth Bonds
· Unit Trusts
· Investment trusts
· Open Ended Investment Companies (OEICS)
· ISAs & PEPs
· National Savings

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