This can have the full range of permitted investments including insurance bonds and managed portfolios. For more information about investing please click here.
Please contact us if you wish to discuss which investments are suitable for the fund.
US taxpayers may join this scheme.
To download the application form please click here
Our set up fee is £1,400 or 0.4% of the fund value, if greater, with a maximum fee of £4,500.
Our basic annual fee is £1,400 or 0.4% of the fund value, if greater, with a maximum fee of £4,500.
The annual fee permits the following investments and includes these services:
- Equity based discretionary, advisory or execution only portfolio management using one stockbroker
- Insured products subject to no more than 5 holdings
- Preparation of annual profit & loss statement
- Annual valuations
If you exit the scheme within the first 5 years we will apply an exit charge.
For more information, please click here.