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Home > Our services > Resources > Investing and personal wealth
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Investing and personal wealth

This section of our site is aimed at those who are interested in investment products with more risk attached than a savings approach based on deposit accounts and ISAs, for example. Topics covered include: stocks and shares, unit and investment trusts and capital gains tax.

  • Open-ended investment companies (OEICs)
  • Unit trusts
  • Investment trusts
  • Single premium investment bonds
  • Offshore Funds
  • Onshore and offshore bonds
  • Exchange-traded funds (ETFs)
  • Venture capital trusts (VCTs)
  • Enterprise Investment Scheme (EIS)
  • Stock and shares - equities
  • Fixed interest securities
  • Gilts
  • Hedge funds
  • Borrowing money
  • Risk and reward
  • Sensible investing
  • Capital gains tax
  • Split capital investment trusts (zeros/capital shares/income shares)
  • Turning assets into income and avoiding capital gains tax
  • CGT Tax Saving Tips
  • Monthly Premium Calculator
  • Single Premium (Lump Sum) Calculator
  • Target Lump Sum Calculator
  • Investment
  • Later life planning
  • Mortgages
  • Pensions
  • Saving for Retirement
  • Protection
  • Corporate Planning
  • Tax Planning
  • Resources
    • Working and saving
    • Running a business
    • Investing and personal wealth
      • Open Ended Investment Companies
      • Unit Trusts
      • Investment trusts
      • Single premium investment bonds
      • Offshore Funds
      • Onshore and offshore bonds
      • Exchange-traded funds (ETFs)
      • Venture capital trusts (VCTs)
      • Enterprise Investment Scheme (EIS)
      • Stock and Shares - Equities
      • Fixed Interest Securities
      • Gilts
      • Hedge Funds
      • Borrowing Money
      • Risk and Reward
      • Sensible Investing
      • Capital Gains Tax
      • Split Capital Investment Trusts (Zeros/Capital Shares/Income Shares)
      • Turning Assets into Income and Avoiding CGT
      • CGT Tax Saving Tips
      • Monthly Premium Calculator
      • Single Premium (Lump Sum) Calculator
      • Target Lump Sum Calculator
    • Mortgages and property
    • Health and family life
    • Pensions and retirement
    • Passing on wealth

Hereford Pension Investment & Mortgage Centre LLP is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 409112 http://www.fca.org.uk/register.

Hereford Pension Investment & Mortgage Centre LLP Registered Address: Suite 3 1st Floor 26-28 Aubrey Street Hereford HR4 0BU. Registered in England & Wales, No. OC309056.

Neither Hereford Pension Investment & Mortgage Centre LLP nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

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