Our Spring Budget Newsletter breaks down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan for the new tax year – which is almost upon us.
Spring Budget Newsletter 2024
Our Spring Budget Newsletter breaks down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan for the new tax year – which is almost upon us.
We will take the time to understand your goals and aspirations, for today and for your future.
The more we know about you and your individual circumstances, the better we can help.
Knowing how much risk is appropriate for you is essential. We use a three-dimensional assessment to determine the correct profile on which to base your investments.
We will select each component of your fully tailored portfolio, drawing on the comprehensive research resources of Raymond James analysts and partner companies.
We take control of the management of your discretionary investment portfolio, making all decisions on your behalf to ensure it always remains suitable. We will report to you on the value and performance of your portfolio on a quarterly basis and seek to meet with you annually to verify your requirements…which takes us back to step 1 and the whole process begins again.
You can check the value of all your Raymond James accounts and view past transactions and statements online via our client portal. We also have apps to enable you to view your accounts from your smartphone or tablet.
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We will structure a framework for your investment portfolio utilising a number of different asset classes to ensure your risk is appropriate for your particular circumstances.
We will produce valuation reports for your investment portfolios on a quarterly basis and confirmation of the assets held by our custodian, Pershing Securities Limited, on an annual basis.
Your assets are held by Pershing Securities Limited. Pershing is part of the Bank of New York Mellon Corporation, a financially strong, global investment company with a presence in over 100 markets. Pershing holds your investments on trust in accounts segregated from its own assets. Your cash and investments may also benefit from the UK’s Financial Services Compensation Scheme.
We can produce an annual tax report that details the declarable income received on your behalf through the course of the financial year. We can also produce a summary of your annual gains and losses to enable you to complete your Capital Gains Tax return without the need to wade through mountains of paperwork.