Investments Bulletin

The latest edition of our Investment Bulletin is now available for you to download (PDF, 1MB). 

Since we sent out the Spring 2010 edition (PDF, 1MB) of our bulletin back in March a lot of changes have taken place, including a change of Government.

Amongst the uncertainty we face as a nation one thing is certain; we are going to have to contribute to reducing the national debt, mainly through taxes.

With that in mind, it's now more crucial than ever to ensure you are making the most of tax incentives given to you by the Government. In this edition of the bulletin, we give you some investment ideas for you to consider as part of your £10,200 tax free ISA allowance.

These include;

  • The Six of the Best Portfolio
  • Our list of Hero Funds
  • New fund launches from the likes of Schroders

We also discuss other tax efficient investments such as Pensions and Venture Capital Trusts (VCTs).

Documents