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Tax, trusts & estates : tax-efficient investing |
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Making any investment can be a risky business. First we ensure you understand the right type of investment for your situation, and then direct you to the most suitable product on the market. And, because we are not commission based, we are able to offer truly independent advice.
Here's a summary of just a few of the investment products in the marketplace at the moment. For further details contact your nearest Moore Stephens adviser.
- Portfolio planning - research, comparison & reporting
- ISAs, PEP transfers, unit trusts & OEICs
- Investment trusts
- With-profit & unit-linked investment bonds
- Income & guaranteed bonds
- Corporate bonds & gilts
- National savings
- Property partnerships
- Third party discretionary investment portfolios
- School & university fees planning
- Mortgages & loans
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