UNIT TRUST

What are unit trust's

A Unit Trust is a portfolio of financial assets which are managed by a professional fund manager. These assets may include stocks, property, and bonds.

Unit Trusts are a useful investment as they can accommodate the tax advantages extended by ISAs. They help provide the opportunity to benefit from a stock market investment without further liability to Income or Capital Gains Tax.

Unit Trusts are often seen as a crucial component of a Stocks and Shares ISA. They can offer a range of other benefits to investors. Unit Trusts can provide solutions for medium to long term capital growth and income.

When used as part of a focused tax-planning exercise, Unit Trusts can provide investors with the flexibility to use their annual Capital Gains Tax allowance.

Furthermore, when used in conjunction with a Trust, they also offer an alternative solution for investments on behalf of children.

Key Investor Information

The value of this investment will be directly linked to the performance of the funds you select which means that the value can go down as well as up. You may get back less than you initially invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on your individual circumstances.

* Trusts are not regulated by the Financial Conduct Authority.

Testimonials

I have known her as our family Financial Adviser for about 10 years. She has always put my interests first and given sound advice. I found her to be pleasant and trustworthy. Her service and support has always been exceptional. I get great pleasure in recommending her to anyone.
Thurairatnam Kathirgamakarthigeyan
Retired Eye Surgeon
Andrea has been wonderful, and I feel confident in discussing my financial matters with her as I know she will treat my affairs confidentially. She has always been there whenever I needed - literally with a click of a button and the support, she provides is extraordinary. She has gone out of the way to help me on a few occasions. I will not hesitate to recommend her to anyone.
Sandy Shiralkar
Consultant Vascular Surgeon
Andrea has provided us with exceptional service and advice. We feel that Andrea has listened to what we want and need and has helped us to build a robust retirement plan. We would recommend Andrea to our friends and family.
Claire Richards
Manager

Get in touch To Find Out More

Facebook-f Instagram Linkedin Youtube

The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy.