You may have concerns about your existing investments – their performance, their accessibility and associated tax implications.  And whilst it is always wise to warn that investments can go up as well as down, some products carry a far greater risk than others. Is your current exposure to risk at an acceptable level or should you be seeking a greater diversification of assets? Is your priority biased towards income or capital growth? Or a mixture of both?

At D&G, we undertake regular investment reviews on behalf of our growing clientele, helping them formulate optimum investment structures to best reflect their circumstances – and to ensure that their chosen investment portfolios are working as hard as possible.  

We design and manage investments and savings portfolios, including:

• Share Portfolios
• Individual Savings Accounts (ISAs)
• Unit and Investments Trusts
• Investment and Guaranteed Bonds
• Offshore Trusts and Investments
• Venture Capital Trusts

All current or future tax implications will be taken into account, so that you are fully aware of all the ramifications of your investment choices. 

Effective management and guidance can make all the difference when it comes to those all-important investment decisions. To find out more about our Investment Services, contact us.

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The value of units can fall as well as rise, and you may not get back all of your original investment.

Venture Capital Trusts

Your capital may be at risk.

The tax treatment is dependent on individual circumstances and may be subject to change in future.In addition, the availability of tax relief depends on the companies invested in maintaining their qualifying status. Please refer to the HM Revenue & Customs website for further guidance on the tax relief available on VCT investments.

This type of plan has a complex charging structure, and the underlying manager of your funds may differ from the provider mentioned.