Investing for IncomeA common mistake made by advisers is to limit investment choice to such funds that have an income paying facility. This narrows choice. As a client, would you be happy with an income generating portfolio but with capital that was reducing?
 Trinity Wealth Management make use of all forms of generating tax efficient income including creaming off growth and making use of capital gains tax allowances, return of capital on Investment Bonds as well as the more traditional interest or dividend income from fixed interest or equity funds
Once again, the driver is to generate growth for your investments which will allow you to draw sufficient income from your portfolio whilst maintaining capital growth.
If you would like advice on investing for Income then please click 'Contact Us' below and complete the response form .
Trinity Wealth Management Limited,
is an independent financial advisor, St Albans,
and an appointed representative of Financial Professional Limited
which is authorised and regulated by the Financial Services Authority.
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