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.
Unit Trusts propose a wide range of benefits to investors, and can often be seen as a crucial component of the Stocks and Shares ISA. A Unit Trust is suitable for those looking to gain capital and income in the medium to long term, providing a wide range of solutions.
Unit Trusts can provide flexibility for investors to utilise their annual Capital Gains Tax allowance, as well as offering an alternative solution for investments on behalf of children when used in conjunction with a Trust*.
*Trusts are not regulated by the Financial Conduct Authority
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The value of an investment with St. James’s Place will be directly linked to the performance of funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.
If you would like more information, please contact Wellesley Wealth Advisory on 01444244551 or via email at info@wellesleywa.co.uk
Related Services
Growth & Income
St. James’s Place have created risk-related growth and income portfolios from the range of funds available.
Inheritance Tax
Without careful planning, HM Revenues & Customs could become the biggest beneficiary of your estate.
Investing for Income
We can provide you with a tailored portfolio that is completely bespoke to you. St. James’s Place funds invest in a wide range of asset classes.
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