The Fiducia Mastertrust account is at the heart of our Financial Planning process. It provides you with a single, integrated financial investment management service together with a secure, 24 hour, on-line facility to view the composition and performance of your portfolio.
The account is able to hold a wide range of investment assets. It also incorporates the latest open architecture technology, giving direct access to the full range of tax planning wrappers needed to construct a comprehensive financial plan.
The Benefits of the Fiducia Mastertrust
- One single account for all your financial planning investments
- Multiple tax wrappers
- Fully integrated investments management
- Overall ability to control the risk taken with your investments
- Full transparency
- 24 hours on-line access
Further information about Financial Planning:
Financial AdviceNews & Case Studies
Inheritance Tax ExemptionsPosted in Financial Advice, Inheritance Tax on 15.04.17 Read Making a gift to your family and friends while you’re alive can be a very effective way to reduce the value of your estate for Inheritance Tax (IHT) purposes and benefit your loved ones immediately.
Fiducia Money Spring EditionPosted in Financial Advice, Inheritance Tax (+3 more), on 30.03.17 Read Welcome to our latest issue, featuring articles written to help you make the most of your hard-earned money and achieve your long-term financial security.
Spring Budget 2017 – Initital Key PointsPosted in Fiducia News, Financial Advice on 08.03.17 Read In the ‘last ever Spring Budget’ Chancellor Philip Hammond emphasised the Government’s commitment to business and working families. We have summarised below the key points of the Budget. Our full report and analysis will follow in the next few days.
Tapered Annual AllowancePosted in Tax Planning, Annual Allowance (+2 more), on 22.02.17 Read In this Guest Editor article, Helen Morrissey from Utmost Wealth Management reminds us of the current considerations around...
2017 Investment OutlookPosted in Financial Advice, Investing (+1 more), on 17.01.17 Read Take advantage of investment opportunities in 2017 with our review of 2016 and projections for 2017.
2016/17 Year end planningPosted in Financial Advice, Tax Planning on 11.01.17 Read Interested in keeping your taxes as low as possible? This article explores what you may wish to consider sooner rather than...
Money’s too tight to mention…
How would you pay the bills if you were sick or accidentally injured and couldn’t work? According to research, just 12% of employers support their staff for more than a year if they are sick from work.Posted in Financial Advice, Protection (+1 more), on 30.11.16 Read