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Unit Trusts offer a tax-efficient way to invest in a portfolio of financial assets managed by professionals, including stocks, property, and bonds. Similar to ISAs, they provide tax advantages by exempting you from Income or Capital Gains Tax. They can be an integral part of a Stocks and Shares ISA, offering the potential for capital growth and income in the medium to long term. In addition, when used strategically alongside a Trust, Unit Trusts can help you make the most of your annual Capital Gains Tax allowance and even invest for children. Learn more about Unit Trusts: https://bit.ly/4699AFO #FinancialAssets #WealthManagement

Unit Trusts | AAG Wealth Management

Unit Trusts | AAG Wealth Management

aagwealthmanagement.co.uk

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