Investments
Morley and Scott Financial Services recommend and implement the following policies and specialist services:
- Collective investment vehicles using Unit Trusts, Investment Trusts, Property Funds, Open Ended Investment Company Shares
- Tax Efficient investments including Individual Savings Accounts (ISAs), Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EISs), Film Partnerships
- Offshore investment
- Regular Savings plans
Case Study: Investment Portfolio
Our client recently retired from a city institution and had £2.75 million to invest. With little knowledge of investment he required additional income to supplement his company pension. He was also keen to ensure that his future tax liabilities are kept to a minimum.
Morley and Scott arranged a beauty parade of three fund managers all of which were given the same investment brief. Our client warmed to one and they were duly appointed. Investment return benchmarks were agreed as was the need to have meetings quarterly chaired by Morley and Scott to review the performance of the portfolio and investment market sentiment. In addition, one of Morley and Scott’s specialist tax partners was allocated to over see our client’s investment portfolio to ensure that its structure and operation was as tax efficient as possible.
To find out how we can be of service to you, please contact your nearest office or complete the enquiry form below.
| London t: 44 (0)20 7387 5868 |
Solent t: 44 (0)1489 566 700 |
| Portsmouth t: 44 (0)23 9275 4820 |
Thames Valley t: 44 (0)1753 759 000 |
