We will discuss and agree with clients a range of themes that might typically include, but not restricted to, some or all of the following:

• Investment objectives
• Attitude to risk and volatility
• Capacity for investment loss
• Taxation treatment of different investment vehicles and position on death
• Tax efficient investments such as National Premium Bonds and Individual Savings Accounts
• Investment period
• Residence and domicile issues and use of offshore investment vehicles
• Investment experience
• Investment term
• Requirements for income and/or capital growth
• Ethical investment considerations
• The merits of a ‘Discretionary Fund Management’ service
• Fund management, reporting and reviews

Depending upon needs and services required we may arrange for certain collective investment vehicles to be established, or refer to the services of a Discretionary Fund Manager.

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