The Tax Implications of Various Investment Vehicles

This chart neatly summarises the tax implications of various investment vehicles such as unit trusts, endowment policies, retirement funds and tax-free savings accounts.  Also, the important issue regarding which of these you can name a beneficiary for the proceeds on death.

Please contact your Maximus adviser for further discussion.

Download Chart

Are you in need of financial advice?

Enter your details below and we’ll contact you to discuss your needs.