Unit Trusts

Unit trusts are often seen as a crucial component of a stocks and shares ISA as they can accommodate the tax advantages that ISAs provide. They can also offer a host of other benefits, providing a range of solutions for medium to long term capital growth and income.

With a unit trust fund, you also have the opportunity to benefit from a stock market investment without further liability to Income or Capital Gains Tax.

As part of a focused tax planning exercise, unit investment trusts can provide you with the flexibility to use their annual Capital Gains Tax allowance and, when used in conjunction with a Trust*, they also offer an alternative solution for investments on behalf of children.

At McMillan Wealth Consultants, our trusted team of experienced advisers can take you through the potential benefits of unit trusts and advise you as part of your tax planning.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time and is dependent on individual circumstances.

* Trusts are not regulated by the Financial Conduct Authority.

Interested? To find out more call 01273 390561

Other Investment Planning Services

View all >