Unit Trusts

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

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

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 Documents

Before investing in a Unit Trust, it is important that you read our Key Investor Information Documents and Supplementary Information Document.

Investments managed by Malcom Gifford Wealth Management and there values will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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

* Trusts are not regulated by the Financial Conduct Authority.

Investing for Income

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Growth and Income Portfolios

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ISAs

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Junior ISA

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Discretionary Fund Management

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Investment Bonds

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Unit Trusts

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Offshore Investments

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