At Evergreen we have access to an independent, end-to-end investment solution, created to be the most accurate, comprehensive and easy-to-use process in the market. This compliant and robust investment process ensures that our client's investment needs are recognised and addressed using an accurate and compliant method. This process ensures that we can quickly establish a client's attitude to risk and create an asset allocation model that matches that level of risk. Independence and client's choice is at the heart of the process, giving the flexibility to choose funds from across the entire market to meet our client's needs.
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Tel: 01872 560120
ISAs enjoy major tax advantages. Both capital profits and income receipts are totally free from any liability to tax within the fund. Don't forget your children can now have a junior ISA.
The main advantage of these schemes is that they enjoy considerable tax benefits compared to ordinary endowment policies.
Bonds are collective investments in which the funds of many individuals are pooled. There is a wide choice of managed, general and specialists funds available.
These are also collective investment vehicles. They are classed as pooled investments whereby you pool your money with other investors. Unit trusts and bonds are taxed differently and so will appeal to different investors.
These plans are 'structured' or 'engineered' by leading investment banks that allow more product innovation than unit trusts or OEICEs. Some offer a guarantee on your capital return.