Murray Asset Management
These services include:
- Discretionary and Advisory Portfolio Management
- Advice on investment of lump sums
- Asset allocation
- Arrangement of sales and purchases
- Regular valuations and reports
- Advice on rights issues and take-overs
- Capital Gains Tax service
- Individual Savings Accounts (ISAs)
- National Savings and other tax efficient investments
- Custody and investment administration
- Use of our nominee companies.
Although the majority of our clients retain us to provide continuing advice, we are happy to provide answers to specific queries, such as how to invest an inheritance or lump sum, or how to raise cash from investments whilst minimising tax liabilities.
We are fully aware of the needs and responsibilities of trustees and executors. We can provide advice on the creation of an investment portfolio which will meet the particular requirements of a trust, taking account of special tax considerations and, where appropriate, balancing the interests of the income and capital beneficiaries.
Our services fall into two main categories which are flexible and can be tailored to suit specific requirements:
- Discretionary Management
- Advisory Management.
