Asset-backed Investments

 

At Oakwood we offer a range of financial solutions to suit you, your family, your home and your business. Please click and find out some more about planning your finances for your future.

We were going to cover the subjects below in this section but we ran out of internet!

For clear and concise information from an expert in these matters please contact Mike Black on 01483 266666 or michael@oakwoodms.co.uk

Ask Mike about our free and informative booklet “MAKING MORE OF YOUR MONEY” which he will be delighted to post to you.

Shares

Gilt-edged securities (Gilts)

Friendly Societies

Unit trusts

ISAs

Investment trusts

Open Ended Investment Companies (OEICs)

Tax Treatment of Dividends on Shares, Gilts and Unit Trusts. Tax planning and trusts are not regulated by the Financial Conduct Authority.

Investment bonds

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. HM Revenue and Customs practice and the laws relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

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    This article is intended to provide a general appreciation of the topic and it is not advice.

    For more information please contact Oakwood on 01483 266666 or email enquiries@oakwoodms.co.uk and we will be happy to assist you.

    Article expiry: 05 Apr 2019

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