I don’t need an investment portfolio, I’ve got property

With continued recent volatility in world stock markets (click here to read our last blog ‘Keep calm and carry on!) many individuals may again be considering ‘buy to let’ property investment as an alternative to a more traditional investment portfolio.

However, running a property portfolio can be as much work as running a small business. And equally important, how do the risks and returns of the two approaches really compare?

We have produced a short discussion paper ‘I don’t need an investment portfolio, I’ve got property’ which explores the subject in more detail. If you would like to receive the report, please click here and we will email you a copy.

In addition, out tax team are running a breakfast seminar to highlight the impending changes to the tax treatment of buy to let properties. The seminar takes place at 8:30am on 3 March, at our Sky View office, East Midlands and 9 March at our office in Edgbaston, Birmingham. If you would like to attend please click here to register.

If you would like to discuss any of the above in more detail, please do get in touch with your usual Cooper Parry Wealth contact on 01332 41163 or email Jonathan Elsigood.

This communication is for general information only and is not intended to be individual advice. It represents our understanding of law and HM Revenue & Customs practice as at 14 August 19. You are recommended to seek competent professional advice before taking any action. The value of investments and the income from them can go down as well as up, and you may get back less than you originally invested. Past performance is not a guide to the future. The investments described are not suitable for everyone. This content is not personalised investment advice, and Cooper Parry Wealth can take no responsibility for investment decisions you may make as a result of this information. Tax and estate planning advice are not regulated by the FCA.


Send an email to us at iant@cooperparrywealth.com