ca financial services - unit trusts and oeics

Unit trusts and Open Ended Investment Companies (OEICS)

Unit Trusts and OEIC’s known as ‘collectives’ are funds that largely focus on growth.

Unit Trusts and OEIC’s – Key Points.

There is a wide fund choice, some funds focus on growth and others on income.
There is no income tax payable, apart from ‘income’ or ‘distribution’ units.
Capital gains tax is payable if funds are switched or on encashment if the gain is over capital gains tax threshold of £10,100.
Unit Trusts and OEICS are likely to be suitable for higher rate tax payers.
They form part of the estate for Inheritance Tax.

Call 0845 371 0262 or 01732 617950 to see if you can benefit from having Unit Trusts and OEICS as part of your investment portfolio.

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