Investments & Tax Planning 

Investment planning has changed and evolved and will continue to do so, so that the needs of investors can be met, reflecting not only their attitude to risk, but also taking into account their current and future tax position. At IN2 we feel that once we understand your investment objectives we will be able to offer sound and clear advice. This could be to construct a portfolio for capital growth, invest for income, saving for school fees or advising on unique lower risk investments, we are always guided by your brief. 

Our real expertise is not just our understanding of the different asset classes such as equities, property, gilts and bonds or how we formulate our recommended asset allocation for you portfolio, but how we adapt and use this knowledge to ensure we meet your needs. 

A detailed understanding and analysis of your needs, lifestyle objectives and your attitude to risk provide the basis from which we build our recommended investment portfolio. For the cautious investor, IN2 specialise in providing a number of highly effective alternative investment opportunities. These offer the advantages of a better return than banks and building societies, while maintaining a similar level of security of capital. 

Offshore opportunities could be an important consideration too, depending on your current tax residency status and how you feel this may change in the future. Offshore investment advantages may not only apply to individuals, but UK registered companies as well. Aside from the potential tax planning advantages of investing offshore, there can often be a wider choice of investment styles and strategies especially in the more unique asset classes. 

Any given investment portfolio could hold one or more asset classes, but even where you hold just one asset class, diversity within that class can help reduce risk profile. Research is always ongoing and our consultants have regular meetings to discuss their current investment research. Different investment houses and fund management groups are regularly invited to present their own market view, ensuring continuous cross fertilization of ideas. 

 The IN2 approach: 

Determine the level of 
    return you need 
Agree your attitude to risk 
Timescales 
Research the market 
Select sector managers  
    with best performance and 
    forget the rest 
Methodical asset allocation