• Hayburn Rock Financial Planning Ltd
  • St James Court
  • Bridgnorth Road
  • Stourbridge
  • DY8 3QG
  • Tel: 01384 868789
  • Fax: 01384 868790

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Investment Trusts

An Investment Trust is simply a company that has been set up to invest in shares of other companies. By buying shares in an investment company, the investor is in effect spreading the risk that would normally be associated with a single share investment because the value of the Investment Company's shares are directly related to the spread of investments it is making.

From a tax perspective, investing in investment trusts is treated the same as investing in shares.  

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