Overview of Investments

This section of the site contains information on the main UK retail financial structures as well as links to information on SIPPs, investing for children and Rosan Select.

Rosan Select

Rosan Select offers investors an opportunity to buy online our preferred funds on preferential terms either inside or outside the ISA wrapper.

Investing for Children

Giving children a sound financial start in life is not difficult with early planning. There are many strategies parents and grandparents can adopt for building tax efficient funds, many of them considered here.

Individual Savings Accounts

ISAs (Individual Savings Accounts) are tax-free investment shelters that allow investors to shelter £11,280 each year.

Introduction to SIPPs

SIPPs (Self Invested Personal Pensions) are the most tax efficient method of making provision for income in retirement. SIPPs have a range and flexibility of investment that makes them particularly attractive to those who wish to actively manage their pension investments.

PEPs

From 6th April 2008, PEPs ceased to exist and all existing PEP accounts have automatically become Stocks & Shares ISAs, governed by the same set of rules.

Investment Trusts

Investment trusts are companies that exist purely to make money. Their only business is to buy and sell shares in other companies.

Funds

Funds are investment vehicles that pool the money of many small investors into a range of shares or other assets. They can take the form of unit trusts, OEICs, investment trusts or offshore funds.

Unit Trusts & OEICs

Investment funds, unit trusts, and OEICs (Open Ended Investment Companies) are terms used to describe a pooled investment scheme that is divided into units or shares.

Structured Investment Portfolios

Rosan Helmsley can advise on structuring a portfolio for you encompassing a range of separate investments whilst at the same time ensuring that you maximise all available tax benefits.