We can create a custom made solution for you recognizing that all of our clients are unique
Investing for Income
Investing to provide an income for you and your family requires skill and knowledge. With bank interest rates and bond yields at historical lows, many investors are finding it more difficult to provide the income they need and as an expatriate you also need to ensure that you draw your investment income in the most tax efficient way.
At Unity Financial partners, we can help you set up and structure an investment plan which will give you the income you need and as our client, we will work with you to regularly review your investment plan and make adjustments when necessary.
We can provide our clients with access to a wide range of income producing investments, many of which can produce better returns than simple cash deposits or treasury bonds which, although may form part of your overall plan for producing investment income, are not the only solutions available.
Some reasons you may need to Invest for Income
- To increase the income you receive from your retirement plan or pension.
- To provide for education fees and costs for your children or grand children
- To meet the cost of a mortgage or other ongoing financial commitment.
- To take advantage of annual tax allowances.
- To provide long term care assistance for yourself or your dependants.
Put us to the test and contact us today
We have an extensive list of carefully vetted investment products which can provide you with the income that you and your family need so please contact us today and let us help.
You may find it helpful to complete our Online Savings and Investment Quote which you can go to by clicking on the link at the bottom of this page. This is designed to give you some quick feedback and an indication of how making a start today can provide the money which you and your family need now and in the future.
Click here to go to our Online Savings and Investment Quote
Click here to request a free consultation
Click here to join our Site
Click here to contact us
To find out how you can help without any cost or obligation, please click here
1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to Beneficiaries.
more than the surrender value paid by the bank or insurance company who sold you the policy.
Perhaps you need access to cash or would like to look at more suitable investment options.
How does this affect me?
How good advice can reduce or remove this.
