Investment Management and Stockbroking Services

Tax efficient investing

• ISA
• SIPP

Tax efficient investing

We want to ensure that your investments are held in the most tax-efficient way possible. With Rowan Dartington, you’ll have access to an Individual Savings Account and a Self Invested Personal Pension.

Rowan Dartington ISA

Currently the Rowan Dartington ISA allows you to invest up to £7,200 in to stocks and shares, tax efficiently. The good news is due to recent government changes, from October 6th 2009 this allowance will increase to £10,200 for those aged over 50 and for everyone else, in April 2010.

Rowan Dartington SIPP

The Rowan Dartington SIPP puts you in control of your retirement planning. You can invest in a wide variety of investment vehicles including investment trusts, OEICS, unit trusts, insured funds and quoted shares. Your Investment Executive can help you to develop a bespoke investment strategy which reflects your long-term aims and attitude to risk.

Trusts

If you plan to use a trust to ensure your assets are held securely for the benefit of your family or a charity, we can set up an investment account for you and construct an appropriate portfolio.

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