• What's in the guide?

    • Do you pay tax on cash gifts?
    • What is your annual allowance for financial gifts?
    • What is a potentially exempt transfer?
    • How can the seven year rule affect your Inheritance Tax liability?
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    We have a nationwide team of financial planners available who would be happy to discuss your Financial Planning needs and help you with any queries you may have. Why not give us a call on 020 7189 2400? Alternatively email us at best@bestinvest.co.uk and we will be in touch.

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    We were voted Wealth Manager of the Year 2013 by readers of the FT and Investors Chronicle.


Past performance is not a reliable indicator of future returns

The value of your investment can go down as well as up, and you can get back less than you originally invested.

The Bestinvest Online Investment Service, including any account analysis and investment reports provided by our guidance services, is an online execution-only dealing service for investors who want to make their own investment decisions. It does not provide advice on the suitability of products and investments; if you are unsure about the suitability of any investment you should seek professional advice. Clients of our Investment Advisory Service and Managed Portfolio Service can use the website to obtain current valuations of their investments but cannot trade on these accounts online and should call their adviser if they wish to discuss changes to their investments.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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