Whether it be plans you already have in place, or new plans that we may recommend, one of our key intentions will be to have these set up in ways that make the most of government tax reliefs and allowances. We will make sure you do not miss out on important tax reliefs and allowances, that once gone are gone forever. We will ensure that you make the most of these allowances and reliefs as we continue to work with you.
The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.
Tax treatment varies according to individual circumstances and is subject to change.