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.
For clear and concise information from an expert in these matters please contact Jake Ward on 01483 266666 or jake@oakwoodms.co.uk
Ask Jake 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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