All too often clients restrict their scope of investments to deposit accounts, individual shares and ISA’s. There is however a myriad of ways in which to invest. Each offering differing tax treatments and efficient marrying up of the same can help create a more efficient portfolio.

Whether funding for school fees, supplementing retirement income, saving for a pre-determined reason or just investing surplus cash, one needs to ensure that the best is made of the available tax breaks and that a complimentary blend of attractive shelters are selected to ensure the best chances of meeting your goals.

Advisors at Advoco are well versed in dealing with investment planning. Whilst investing into ISA’s offers very attractive tax treatment and is highly recommended for most investors, we help introduce clients to other attractive investments such as offshore investment, unit trusts, venture capital trusts, wine and enterprise investment schemes.

Effective use of investment platforms and discretionary fund managers allows us to benefit from institutional discounts. This ensures that, in the majority of situations, clients pay lower annual management and initial charges than they would should they buy the same direct.