Specialist Investment Advice From CarbonBlack

By: CarbonBlack  04/10/2010
Keywords: financial advice, financial planning, wealth management

Specialist investments are a highly technical area of financial planning and extensive and comprehensive investment advice is both required and recommended.

  • An Enterprise 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 capital trusts.

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.

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