Investments and Savings

Investments and savings

Before you make any investment decision, it is important to consider what your specific objectives are.

A clear and fully established set of considerations as outlined below will facilitate a more accurate delivery of your specific objective:

  • Investment time line
  • Growth or Income requirements
  • Impact of Inflation
  • Impact of Taxation
  • Access requirements
  • Assessment of Risk

Recent legislation on taxation of income means that the way you invest now has a more direct bearing on your gross income assessment and resultant taxation liabilities. It is imperative to review the structure of your investment portfolio to establish how you might control or reduce your new potential liabilities.

City Capital Analysis can help you to create a portfolio specifically to meet your own short and long terms needs, using a combination of products to reflect your financial objectives and your requirements for access.

Our experts can offer guidance on:

  • Investment Bonds – Onshore and Offshore
  • Guaranteed Income/Growth Bonds
  • Unit Trusts
  • Investment trusts
  • Open Ended Investment Companies (OEICS)
  • Venture Capital Trusts (VCT)
  • Enterprise Investment Schemes
  • ISAs & PEPs
  • National Savings
  • Deposits