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INVESTMENTS

in·vest·ment ( ïn-v ést'm ént) n. Property or another possession acquired for future financial return or benefit.

If you feel the financial services industry has left the above definition in tatters, then think again. If you want a fresh, yet intelligent and reliable approach to investments, look no further.

Arnold successfully advises and arranges investments for private clients, trustees, businesses, pension funds and charities.

With customer care a cornerstone of his offering to clients, Arnold carefully measures the attitude to risk of his clients using Openwork’s risk assessment profiler, to accurately gauge an investor’s appetite for risk and volatility - or lack thereof. Regular reviews ensure any investments are performing as they should and appropriately diversified as markets change over time. This also provides the opportunity to confirm or reassess investment objectives and performance.

Tax considerations are an integral part of the investment process, and investment structures are set up with this in mind. This is not just limited to ISA's, nor is it limited to when the investment is set up. Arnold believes it's just as important to consider the tax situation before any disposal or exit from a trust or investment is executed, and is therefore on hand to advise clients on tax efficient strategies on disposal of an investment – something that can all too easily be overlooked.

Some of the investment vehicles we advise on are:

• Structured bank deposit accounts offering superior growth prospects
• Stocks and Shares ISA's - tax free investing for individuals.
• On and Offshore Investment Bonds - These are often placed under Trust, normally for effective Inheritance Tax Planning. With their own unique tax treatment, they provide many opportunities for tax planning.
• Investment Account - Investments in Unit Trusts and Open Ended Investment Company's (OEIC's). Open to both individuals, pension funds, charities and companies.
• Venture Capital Trusts - Vehicles to reduce an income tax liability
• Enterprise Investment Schemes - Vehicles used to reduce a CGT liabilities

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

The value of investments and any income from them can go down as well as up and you may not get back the original amount invested.

Arnold Aaron is a trade name of Arnold Joseph Aaron who is an appointed representative of The Openwork Partnership which is a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.