Unit trusts provide a range of solutions for medium-to long-term capital growth and income.
Often seen solely as the crucial component of a stocks and shares ISA, unit trusts offer a range of other benefits to investors.
As part of a focused tax-planning exercise, unit trusts can provide investors with the flexibility to use their annual Capital Gains Tax allowance. Furthermore, when used in conjunction with a Trust* they also offer an alternative solution for investments on behalf of children.
Request contact from a St. James's Place Partner to find out more.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.