Old Mill’s New Low Risk Investment Plan is as Easy as ABC
Having the benefit of hindsight is something most investors can only dream of, but now, thanks to West Country accountants and financial advisers, Old Mill, it has become a reality.
Bath, United Kingdom, July 20, 2008 --(PR.com)-- Old Mill believe in innovation and on July 21st 2008, in conjunction with Blue Sky Asset Management, will launch the ABC Hindsight Plan; an investment plan that retrospectively chooses the two best performing portfolios from a series of three and ignores the worst while offering 100% capital protection.
“The ABC Hindsight Plan is a five year plan that is linked to three portfolios; Adventurous, Balanced and Cautious,” explains Simon Cole, Chartered Financial Planner and Partner at Old Mill.
“Each portfolio invests differently, gaining exposure to a wide variety of areas, including emerging markets like China as well as funds in the UK, America, Europe and Japan. All three portfolios will also have commodities exposure, while the Balanced and Cautious portfolios will also benefit from rising inflation,” he said.
“At the end of the five years, returns for the investor will be linked to the best two performing portfolios; the worst performing will be completely disregarded. And, provided the investment is held for the full five years, the ABC Hindsight Plan offers 100% capital protection.”
“The ABC Hindsight Plan is exclusive to Old Mill,” says Mr Cole, “and due to its low risk and potentially high gains, we think it is going to be very popular with our clients.”
In order to make the plan as tax efficient as possible, investments can be made directly to utilise Capital Gains Tax allowances, tax free via an Individual Savings Account (ISA) or Self Invested Personal Pension (SIPP), or through an Offshore Bond, where tax can be deferred.
The minimum investment for the ABC Hindsight Plan is £7,200 via an ISA, which is the maximum ISA investment for this tax year - or £10,000 via any other investment product.
The ABC Hindsight Plan has limited availability, opening for subscriptions on July 21st and closing at the latest on September 12th, if not already fully subscribed. Early investors will also receive a competitive rate of interest during the offer period.
To find out more about the Old Mill ABC Hindsight Plan, telephone Gavin Jones 01749 343366 or email sheptonmallet@oldmillgroup.co.uk
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For more information about this release contact Alan Stone at Old Mill 01749 335007 or email alan.stone@oldmillgroup.co.uk
“The ABC Hindsight Plan is a five year plan that is linked to three portfolios; Adventurous, Balanced and Cautious,” explains Simon Cole, Chartered Financial Planner and Partner at Old Mill.
“Each portfolio invests differently, gaining exposure to a wide variety of areas, including emerging markets like China as well as funds in the UK, America, Europe and Japan. All three portfolios will also have commodities exposure, while the Balanced and Cautious portfolios will also benefit from rising inflation,” he said.
“At the end of the five years, returns for the investor will be linked to the best two performing portfolios; the worst performing will be completely disregarded. And, provided the investment is held for the full five years, the ABC Hindsight Plan offers 100% capital protection.”
“The ABC Hindsight Plan is exclusive to Old Mill,” says Mr Cole, “and due to its low risk and potentially high gains, we think it is going to be very popular with our clients.”
In order to make the plan as tax efficient as possible, investments can be made directly to utilise Capital Gains Tax allowances, tax free via an Individual Savings Account (ISA) or Self Invested Personal Pension (SIPP), or through an Offshore Bond, where tax can be deferred.
The minimum investment for the ABC Hindsight Plan is £7,200 via an ISA, which is the maximum ISA investment for this tax year - or £10,000 via any other investment product.
The ABC Hindsight Plan has limited availability, opening for subscriptions on July 21st and closing at the latest on September 12th, if not already fully subscribed. Early investors will also receive a competitive rate of interest during the offer period.
To find out more about the Old Mill ABC Hindsight Plan, telephone Gavin Jones 01749 343366 or email sheptonmallet@oldmillgroup.co.uk
###
For more information about this release contact Alan Stone at Old Mill 01749 335007 or email alan.stone@oldmillgroup.co.uk
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Rachel Mason
07759147131
www.oldmillgroup.co.uk/
Rachel Mason
07759147131
www.oldmillgroup.co.uk/
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