This fully comprehensive service will appeal to you if you would like to be relieved of the whole burden of running your investment portfolio, selecting shares, arranging transactions, monitoring your Capital Gains Tax position and handling all the associated paperwork and administration.

This service includes custody, administration and registration of your investments in our nominee companies. We will agree a specially tailored investment policy with you at the outset and this is reviewed in consultation with you at regular intervals. The duties we will undertake for you include:

• The continual review and assessment of your portfolio
• Providing safe custody for your holdings
• Making purchases and sales on your behalf
• Producing six-monthly reports and valuations of your holdings
• Acting on rights issues, takeovers and other entitlements
• Dealing with routine correspondence and administrative matters
• Supplying details of sales, purchases and dividends for your annual tax return
• Making use of your annual Capital Gains Tax, Individual Savings Account and other tax allowances where appropriate.