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Please read our
Legal Terms page
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Approved unit trusts can offer an effective and tax-efficient way
to invest in a range of equities. For wealthy individuals and
their families with more than £5 million to invest, an
approved private unit trust combines the flexibility of a tailored
investment management service with tax efficiency.
A private unit trust can be structured to:
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create income, capital growth or
a balance of the two to reflect the client's interest in individual
sectors |
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take into account any ethical concerns. |
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| We provide investment management services for
private unit trusts, and can also help clients and their advisers
to identify the other specialists required, including trustees
and administrators. |
Copyright
© 2007 Close Wealth Management Group - All rights reserved.
Close Private Asset Management Limited is authorised and regulated by the Financial Services Authority and offers services only available in the UK. Close Private Asset Management Limited is registered in England No 1644127, with its registered office at 10 Crown Place, London EC2A 4FT and is a subsidiary of Close Brothers Group plc. It is a member of APCIMS. Close Wealth Management Group is the trading name of a group of companies that includes Close Private Asset Management Limited. |
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