At RobMac we take the time to understand your requirements and what you hope to achieve from investing your money.
There are a number of factors to consider before deciding whether an ISA, a Unit Trust, Investment Trust or any other tax efficient investment solution is the most appropriate for you. It is important to understand the differences before you feel comfortable committing your savings to any form of investment. At RobMac we will guide you through all the options to find the best solution.
Inheritance tax strategies
Tax efficient lump sum investment products such as VCT and EIS
If you would like to discuss your financial position further with one of our consultants (without obligation), then click on the button and select a suitable time and date to arrange a meeting.
Your investment may fall as well as rise and you may not get back what you put in.
VCT and EIS investments are very high risk and you may lose your capital.
The Financial Conduct Authority does not regulate Tax advice.
If you would like to learn more about how Rob Mac can help you then please call us now on 0131 226 6700 or send us a message by clicking here.