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.

This may include investments in National Savings products, OEICS, Unit Trusts, Investment Trusts, Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EISs), Seed Enterprise Investment Schemes (SEISs), ISAs, Investment Bonds, Offshore Funds, Structured Products and Term Deposits.

We have two Key Guides, which deal with the main considerations in structuring investments generally, and these are entitled Investing Tax Efficiently and Investment Planning & Asset Allocation.

We update these guides quarterly to take into account changing legislation, and both guides are available to download here.

Please feel free to contact us for further information