- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Support for accountants
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UNIT TRUSTS
Unit Trusts/OEIC Portfolios are investment vehicles that allow you to place money indirectly on to the Stock Market. The individual buys units in the Unit Trust which entitled them to a proportion of the Trust assets. The value of the units fall and rise with the underlying value of the equity investment.
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The value of investments and income form them may go down. You may not get back the original amount invested.