Specialist investments are a highly technical area of financial
planning and extensive and comprehensive investment advice is both
required and recommended.
We are more than happy to discuss in details your arrangements and
also ascertain the suitability of a specialist investment within your
wider investment portfolio.
Investment Scheme is a tax efficient scheme set up to encourage
investment into small, unquoted trading companies. As a result
enterprise investment schemes are speculative investments but in return
for the level of risk you take you get attractive tax breaks. However at
CarbonBlack treating customers fairly is of paramount importance and an
investment should be arranged on its individual merits with the
client’s needs at the core and as such an investment of this kind should
not be considered on its tax advantages alone.
Venture Capital Trusts
invest into entrepreneurial high growth companies and as a result
venture capital trusts are speculative risk investments. They offer the
opportunity to invest into companies at their earliest beginnings with a
view that these fledging companies will become corporate giants of
tomorrow therefore a long term perspective is essential for venture