Contact us

Simple Investments
1 High Street
Godalming, Surrey
GU7 1AZ
T: 01483 413500
F: 01483 419933
E: info@simple-investments.co.uk

IHT Relief Portfolio Risk Warning

Equity investments carry some risk; share prices may go down as well as up and you may not get back the money you invested. Investments that are not readily realisable (NRR) for example shares issued by unquoted smaller companies, involve a potentially higher degree of risk that all or part of your investment may be lost. You may have difficulty selling NRR at a reasonable price and in some circumstances it may be difficult to sell at any price.

If trading in AIM shares there is often a big difference between the buying price and the selling price. If they have to be sold immediately, you may get back much less than you paid for them. The price may change quickly and it may go down as well as up. You should not invest unless you have carefully thought about whether you can afford it and whether it is right for you. If you have any doubt whether any investment is suitable for you, you should obtain expert advice.

Any references to past performance may not necessarily be repeated; current tax treatment may not continue and will depend on your personal circumstances. Authorised and regulated by the Financial Services Authority.