Information published on TR Wealth Ltd’s website is provided as a convenience to visitors and should be used for information purposes only, subject to change without notice.
None of the information contained in this website constitutes financial or other professional advice in any way. If you require additional information, you should contact TR Wealth Ltd. directly at:
TR Wealth Ltd.
T: 020 8371 7980
Fairchild House, Redbourne Avenue, Finchley, London N3 2BP
T: 01202 007000
Dean Park House, Dean Park Cres, Bournemouth BH1 1HP
While TR Wealth Ltd. uses reasonable efforts to ensure that the information contained on its website is current and accurate at the date of publication, no warranties are made, either expressed or implied, as to reliability, accuracy or completeness of the information. TR Wealth Ltd. accepts no liability for any loss arising directly or indirectly from the use of or action taken in reliance on such information. Links from this website exist for information only and TR Wealth Ltd. accepts no responsibility or liability for the information contained on any such site. The existence of a link to another website does not imply or express endorsement of its provider, product or services by TR Wealth Ltd.
Savings & Investments
The value of investments may fall as well as rise. Past performance is no guarantee of future performance.
Enterprise Investment Schemes:
As it is possible to lose all capital invested and tax relief benefits of an EIS, this type of investment is not suitable for more cautious or cautious/balanced investors. Please note that advance assurance of these ‘tax advantages’ by HMRC is granted on the basis of the information provided. Any inaccuracies in this information could prejudice the reliefs available, therefore we recommend always seeking suitably qualified advice.
Inheritance Tax Planning:
You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested.
The Financial Conduct Authority does not regulate tax advice, commercial mortgages or debt counselling. The information contained within this communication does not constitute ﬁnancial advice and is provided for general information purposes only. Vintage Wealth Management Limited (t/a TR Wealth Ltd.) shall not be liable for any technical, editorial, typographical or other errors or omissions within the content of this communication.
Registered Office & Correspondence Address: Fairchild House, Redbourne Avenue, Finchley, London, N3 2BP
Copyright © 2021 TR Wealth Ltd. – All Rights Reserved.
TR Wealth Ltd. is a trading style of Vintage Wealth Management Ltd, authorised and regulated by the Financial Conduct Authority (FCA) Number 593380. Registered in England and Wales No. 07879453.