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Unit Trusts can accommodate the tax advantages extended by Personal Equity Plans (PEPs) and Individual Savings Accounts (ISAs). Our Unit Trusts are suitable investments for the 'Stocks and Shares' component of the ISA, providing the opportunity to benefit from a stock market investment, free from any further personal liability to Income Tax and with no liability to Capital Gains Tax, based on current legislation within the tax year 2009/2010. Please do take advice before investing if you are unsure of your tax position.
You may choose to spread your investments across a range of Unit Trusts and have a choice of income and/or growth, but bear in mind that this type of investment, and any income from it, may fall as well as rise and you may not get back your original investment, so please seek advice.
Most companies pick up the occasional award from time to time, but we have been particularly encouraged by the range of awards won by the St. James's Place Unit Trusts. However, please remember that past performance should not be seen as an indication of future performance.
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