Bacup | Lancashire
01706 875459

Tax Efficient Investments

Merlyn help you get the best out of your investment portfolio.

Tax Efficient Investments

If you already have a portfolio, we can advise on the appropriateness, performance and distribution of your investments across asset classes. We’ll conduct extensive research on your situation and requirements in an effort to reduce your costs, admin time and stress.  We can even, if appropriate, bring all of your investments together under one umbrella.

For clients with no existing investments, but keen to establish a portfolio, we will assist you in establishing realistic and attainable financial goals in line with your investable sum and your risk preparedness.

Examples of typical investments on which we advise include:

  • Onshore and Offshore Investments
  • ISA’s
  • Structured Investments
  • Open Ended Investment Companies (OEICs)
  • With Profit Investment Bond
  • Unit-Linked Investment Bond

“The value of investments and the income from them can fall as well as rise and you may not get back the full amount invested”

“Different types of investment carry different levels of risk and may not be suitable for all investors”

Contact our experienced advisers on 01706 875 459 for more information.