Longton Financial Services/Investment Specialist/Retirement Planning/Lancashire/Preston
Financial Advisor Lancashire
Investment Specialist Lancashire
Investment Specialist Preston

You may wish to save money for a specific event such as your retirement; you may wish to invest for income, growth or a combination of both. With numerous options available the choice can be overwhelming. Some of the options available to you are summarised below:-

NISAs – an individual can invest up to £15,000 during the 2014/15 tax year, which may be invested in either stocks and shares or cash in any proportion. This may be paid as a lump sum, a monthly contribution or a combination of both.

Unit Trusts/OEICs – there are no restrictions on the investment amount and investments may be made as a lump sum, monthly contribution or a combination of both.

Investment Bonds - there are no restrictions on the investment amount which may only be made as a lump sum.

Offshore Investment Bonds – similar to investment bonds, however, as the name implies the monies are held in offshore financial centres such as the Isle of Man.
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