Unit Trusts

Tax Efficient Investments

Unit Trusts are a useful investment as they can accommodate the tax advantages extended by ISAs, providing the opportunity to benefit from a stock market investment without further liability to Income or Capital Gains Tax.

They are often seen as a crucial component of a stocks and shares ISA and offer a range of other benefits to investors. Unit trusts can provide a range of solutions for medium to long term capital growth and income.

As part of a focused tax planning exercise, unit trusts can provide investors with the flexibility to use their annual Capital Gains Tax allowance. Furthermore, when used in conjunction with a Trust* they also offer an alternative solution for investments on behalf of children.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected any may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority