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Unit TrustsA Unit Trust is designed to provide capital growth in the longer term via Equity Investments. An income can also be taken from a Unit Trust. By establishing a Unit Trust fund you are setting up an open-ended fund, investing in for example equities, property funds and corporate bonds. You can invest in these trusts outside your ISA allowance. Unit Trusts can be constructed to provide you with an income or to achieve growth on your capital, or a mixture of both, depending on your preferences.
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There are a multitude of options to choose from, and one of our advisers can establish which type is best for your financial requirements. Once you have chosen a fund you will receive an annual statement and manager’s report, so that you can keep track of the performance of the trust. It can be reviewed whenever you wish by your Robert Douglas Associates adviser to ensure that you are getting the best from it. It is recommended that you should select the type of unit trust that will result in the greatest level of tax benefit. An adviser will assess which form of Unit Trust will be most beneficial for you with regard to tax and taking account of your circumstances. You should be aware that past performance is no guarantee of future returns, and the value of units can go down as well as up. Contact us today
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