Savings plans
Are you able to set aside some money each month for medium-long term savings, plans can provide completely tax free growth regardless of your tax position.
Regular income
Do you need to take an income from your capital (if you have unused tax allowances this income can be paid gross). Would you like this income paid monthly, quarterly or annually, directly into your Bank or Building Society account?
Availability of Capital
Might you require some capital to be available in the short term?
Medium-Long Term Capital Growth
Are you able to leave your investments untouched for between 5 and 10 years?
Risk Profile
Are you willing to take any risk at all. If so, a small risk or medium-high risk? Where is the mystery? Once these points have been clearly established you savings plan or personal portfolio can be easily arranged.
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