Unit Trusts
 
Unit trusts are a popular investment vehicle today, they are 'open ended collective investments' which put the cash of many investors into one 'pooled fund'. This system allows investors to invest "collectively" which has the benefits of spreading and reducing risk whilst keeping costs under control. Unit trusts allow you to invest in the stock market but enable you to spread your risk and benefit from expert investment management.

There are many unit trusts to choose from across a wide range of investment sectors. The managers of the trusts can buy and sell within the trust without having any liability to capital gains tax, however tax liabilities can arise on dividends and unit sales by the holder.
For Investment Planning we make recommendations based upon the Whole of Market.

The levels, bases and reliefs of taxation are subject to change.

The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.

Watt Financial Solutions has now merged with Riverpark Investment & Financial Consultants Ltd,
which is authorised and regulated by the Financial Conduct Authority. 
Riverpark Investment & Financial Consultants Ltd is entered on the FCA register under reference 455480.
 
Donald Watt is Accredited by the Society of Later Life Advisers