It is important to take professional advice before making any decision relating to your personal finances.
Information within this blog/website
Information within this blog/website is based on our current understanding of taxation and can be subject to change in the future. It does not provide individual tailored investment advice and is for guidance only.
Some rules may vary in different parts of the UK; please ask for details. We cannot assume legal liability for any errors or omissions it might contain. Levels and bases of, and reliefs from taxation are those currently applying or proposed and are subject to change; their value depends on the individual circumstances of the investor.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.
Changes in the rates of exchange may have an adverse effect on the value or price of an investment in sterling terms if it is denominated in a foreign currency. Taxation depends on individual circumstances as well as tax law and HMRC practice which can change.
The information contained within this blog/ website is for information only purposes and does not constitute financial advice. The purpose of this information is to provide technical and general guidance and should not be interpreted as a personal recommendation or advice.
The Financial Conduct Authority (FCA) does not regulate Will writing, tax and trust advice and certain forms of estate planning. All details are correct at time of writing – June 2023.
If you would like advice or information on any of the areas we have discussed then please feel free to get in touch.
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