Caple Banks have done a fantastic job helping me minimise my tax liabilities with a new pension plan, benefitting both me and my company.
- Dr P. Murray - Director CatScI Ltd.
Introductions to professionals must be considered very carefully, my past experience with Caple Banks gives me the confidence to do this, as I know clients will be provided with an excellent personal service
- Mr R. Mills FMAAT ATT (Fellow) – Accountant
Kevin has been our IFA for many years, his advice and recommendations are exemplified by excellent returns over the last three difficult investment years.
- Mr A. Webb – Retired Pilot
The personal service we have received from Jody has been really efficient and we can rest more easily now knowing that we are well covered in the event of an untimely illness or accident.
- Mr D. Berry – Associate Structural Engineer
The service I have received from Caple Banks has been so good that I have recommended them to a number of close friends and family, who in turn have been very happy with the service they’ve received.
-Mr T. Gunner – Owner, T&T Filtration Ltd
The service I have received from Caple Banks has been so good that I have recommended them to a number of close friends and family, who in turn have been very happy with the service they’ve received.
- Mr D. Osborne – Retired Helicopter Engineer.
Investment Trusts
THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
An Investment Trust is a company that has been set up to invest in the shares of other companies. By buying shares in the investment company, the investor is in effect spreading the risk that would normally by associated with a single share investment because the value of the Investment Company's shares are directly related to the spread of investments it is making.
The share price of the Investment trust should be the value of the underlying holdings called the Net Asset Value (NAV) but the share price can often be trading at a discount (or premium) to the NAV.
From a tax perspective investing in an investment trust is treated the same as investing in shares.
tFinancial Advice... pure and simple
Caple Banks Ltd provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right times and at the right cost. It's simple!
