Investments - Rosan Helmsley

This section of the site contains information on the primary U.K. retail financial structures, as well as detailed guidance on investment planning and asset allocation. There are three Key Guides available to download, including a detailed appraisal of Individual savings accounts (ISAs), a guide to investing for children, and a guide on investment planning and asset allocation.

Investing for Children

Giving children a sound financial start in life is not difficult with early planning. There are many strategies parents and grandparents can adopt for building tax efficient funds, many of them considered here.

Individual Savings Account (ISA)

An Individual Savings Account (ISA) is available as a cash savings or investment account. Currently, investors are allowed to shelter £20,000 in each tax year in an ISA.

Introduction to SIPPs

SIPPs (Self Invested Personal Pensions) are the most tax efficient method of making provision for income in retirement. SIPPs have a range and flexibility of investment that makes them particularly attractive to those who wish to actively manage their pension investments.

Funds

Investment Funds are various in structure that pool the money of retail and institutional investors into a wide range of permissible assets such as company shares, property, government and corporate debt. They can take the form of Unit Trusts, OEICs (Open Ended Investment Companies), Investment Trusts or Offshore funds.

Investment Trusts

Investment trusts are pooled funds structured as companies that exist to make money. Their only business is to buy and sell shares in other companies.

Unit Trusts & OEICs

Investment funds, unit trusts and OEICs (Open Ended Investment Companies) are pooled investments that are divided into a number of units or shares.

Structured Investment Portfolios

Rosan Helmsley can advise on structuring a portfolio for you encompassing a range of separate investments whilst at the same time ensuring that you maximise all available tax benefits.

Investing in Property

Over the last two decades, U.K. investors have become pre-occupied with investments in both residential and commercial property.