Investment planning revolves around a good understanding of what your investment aims are.

HPIMC are here to help you choose the right investments and advise you towards your financial goals.

There are many types of investment, each of which has a different structure, different tax treatment and investor implications.

Some of them are:

  • Stocks and shares (equity)
  • Deposit accounts
  • Insurance bonds
  • Property
  • NISAs
  • Unit Trusts
  • Zeroes
  • Income Shares
  • National savings
  • Fixed interest
  • PEPs (integrated in ISAs)
  • Reits
  • Endowments
  • Annuities
  • Investment trusts
  • Capital Shares

HPIMC can provide you with expert advice in all aspects of investment. We will help you establish an appropriate strategy using the investments best suited to your investment attitude and tax position, tailored to your individual needs, whether your concerns are in:

  • Tax efficient saving - onshore and offshore,
  • Regular and lump sum savings,
  • Short and long term savings or
  • Portfolio management.