Effective tax planning can significantly increase investment performance | |||||||||||||||||||||||||||
Independent Financial Advice from Sturt Ltd | |||||||||||||||||||||||||||
"It is the responsibility of every individual to arrange their own financial affairs in a tax efficient manner" Budget speech Chancellor Lawson. Working from the centre of London, Sturt Ltd offers independent financial advice on all UK regulated investment options. Low risk bond funds, medium risk equity portfolios or higher risk derivative packages, plus the relevant tax shelter to hold the portfolio in, are all available to suit a clients specific situation. Once a suitable portfolio has been created, Sturt Ltd will then advise on how to reduce any tax liability. Sturt Ltd is a member of Interdependence Ltd which is regulated by the Personal Investment Authority, UK. | |||||||||||||||||||||||||||
"Everyone is offering me advice!" | |||||||||||||||||||||||||||
"An offshore trust or an onshore trust with offshore trustees? Invest in a Japanese index tracker or a US based futures fund?" Colleagues, newspapers and television are all suggesting new financial products and ideas. The right choice for one person may not be the best option for you? You have worked hard for your money, so you now deserve quality individual advice on how to make your money grow over the short, medium and long term. | |||||||||||||||||||||||||||
Whatever you are saving for, maximising profit and reducing tax are vital. | |||||||||||||||||||||||||||
The majority of new clients are recommended to Sturt Ltd by existing clients. | At the first meeting a new client will discuss their current and future needs. A discreet questionnaire is completed to ascertain among other points: levels of risk, how long to invest for and any other financial planning matters like re-claiming tax or avoiding paying tax in the future. This initial meeting is at no cost. Sturt Ltd is then either paid on a hourly basis, by commission or by a unique performance fee basis - the client chooses and this is agreed in advance in writing. If you are interested in finding out more about what Sturt Ltd can offer you, send an e-mail to set up your first meeting or to request your personal questionnaire. Minimum investment is 50,000 Sterling or 75,000 Euros 50 Hans Crescent, Knightsbridge, London SW1X ONA E-Mail: [email protected]
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