Alternative Investments
It may be more appropriate for you to consider an investment that is not regarded as mainstream. For example you may have ethical issues that influence how and where you want to invest your money.
You may want to invest in offshore funds because of your tax status or you may want to make investments into a child trust fund. Whatever your choice we can accommodate you. Examples of the type of alternative investments that we can help you with include...
- Venture Capital Trusts (VCT):
These are designed to encourage investment into certain types of small higher risk companies. These investments can be very tax efficient but your money is tied up for a minimum period to benefit fully from the tax benefits. - Exchange Traded Funds (ETF):
These funds are a hybrid of a share and a pooled index fund. The performance of ETF’s closely match the performance of the relevant underlying index. At present ETFs do not incur stamp duty. They are simple low cost, diversified investments with no hidden charges. - Ethical and Socially Responsible Investments:
Many clients want to invest in funds that are positive to the environment or society in general. We have access to these types of funds and can advise you of the most suitable fund that matches your beliefs. - Direct Property Investments:
Investing in buy to let properties has been popular for some time. If this is an area that you would like to get involved in we can help you. We can also help you to access overseas properties either by buying the properties or by investing in funds that own the properties.
These are just a brief sample of alternative investments. There are many other types of investments such as hotel rooms, student accommodation funds, land funds and enterprise investment schemes.
If you would like to discuss your investment options please contact us.