Savings and Investments

SAVINGS & INVESTMENTS

There are a wide variety of savings and investment products available on the market and our advisors will help you choose which is right for you. Some are familiar like ISA’s and Savings Investment Accounts, other options such as investing in property overseas are perhaps considered less often but may well be a better option.

Individual Savings Account

ISA’s can be an excellent way to invest because the benefits are currently free from income tax and capital gains tax. This means more of your money works harder and grows faster. Flexible investment options allow you to build the portfolio you want and choose the areas where you feel happiest when investing

Investment Account

If you have a lump sum to invest and need a product which has a death benefit, then an investment bond may be the right option for you. These benefit from the investment performance of some of the UKs leading investment managers.

PEP / ISAs Transfer Plan

Do you have existing PEPS / ISAs that haven’t been performing well? These can be consolidated into a PEPs transfer plan that gives them a new lease of life and brings your investments right up-to-date while maintaining their tax-efficient status.

Please contact our advisors for a full discussion on what savings & investments may be right for you.

Contact Us

Tel:- 0800-9530041

Email:- info@britanniacrest.co.uk