• Charles Wilkinson Financial Planning Ltd
  • 118 Fishergate
  • York
  • North Yorkshire
  • YO10 4BB
  • Tel: 01904 631839/656104
  • Fax: 01904 671080

Free Consultation

There is no catch or obligation on your part; we will cover the costs for the initial consultation

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Investment Trusts

An Investment Trust is simply a company that has been set up to invest in shares of other companies. By buying shares in an investment company, the investor is in effect spreading the risk that would normally by associated with a single share investment because the value of the Investment Company's shares are directly related to the spread of investments it is making.

From a tax perspective, investing in investment trusts is treated the same as investing in shares.  

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