Our Investment Management service involves investing your capital, which places it at risk. Investment risk, includes price volatility which means the value of your investments or any income can fluctuate and you may not get back some or all of the amount invested. We recommend our clients seek professional tax advice to understand their personal liability for investment income and/or gains. This will depend on personal circumstances and the prevailing tax rules, which are subject to change.
Investing puts your capital at risk. Lending is subject to status.