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20 - Oct - 2014

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Stockbrokers in Leeds

Welcome to Redmayne-Bentley


Established in 1875, Redmayne-Bentley is one of the UK's largest independent stockbrokers with its head office located in Leeds and branches located throughout the UK and Ireland. The Firm is a member of the London Stock Exchange and the Association of Private Client Investment Managers and Stockbrokers and is Authorised and Regulated by the Financial Services Authority.

 

Share Dealing

When you talk to Redmayne-Bentley's dealers you always talk to a qualified stockbroker and not just an order taker which means you can be confident that the advice you get is from someone who is an expert in their field. Even if you do not want investment advice we can provide you with the latest market information.
We can also offer a personal broker service which means a qualified stockbroker is dedicated to look after your account.

Benefits include:
- Straightforward, quick, efficient and easy
- Instant trade execution in most cases and confirmation while you are on the phone
- Global coverage - overseas markets
- Nominee facility - no annual fee
- Speak directly to qualified brokers or your own regular contact should you wish
- Personal broker service with free market information and news

Risk:
Investments can go down in value

 

Investment Management

The bespoke discretionary service can be tailored to suit your individual circumstances, objectives and timescales. For instance a portfolio can be constructed to provide regular redemptions to pay for school fees or high levels of income to supplement a pension, or an increased risk profile to try and achieve higher levels of capital growth for when it may be needed in future years. Investments will be made on a timely basis - there is no time lag between the decision to invest being made and the action being taken as there can be with the advisory service.
The advisory service is designed for people with all levels of experience who want to take an active interest and be in control of the construction and ongoing maintenance of their portfolio, but wish to take advice on the strategy employed and the assets to be held.

Benefits include:
- Your investments will be managed by a qualified investment manager.
- The portfolio is managed according to your own objectives and risk profile.
- The investment manager can take into account any sectors you do not wish to be invested in, such as armaments or tobacco.
- You can view your portfolio online using our client web access system.
- You will have direct contact with your investment manager and can discuss any questions you have with them.
- When establishing a new portfolio we will be happy to meet with you in person.

If you are unsure about the suitability of services we are happy to discuss this with you taking into account your investment objectives and risk profile.

Risk:
Investments can go down in value

 

Tax Efficient Investments

If you save or invest money, you'll generally have to pay tax on any interest or income you get, but there are some ways of investing that give you a more efficient, or even tax-free, return.

- Self-Select ISAs allows you to buy and sell shares but any growth is free from capital gains tax and income received is free from any further income tax liability. The annual ISA allowance in the 2012/2013 tax year is £11,280.
- A Junior ISA is a tax efficient savings and investments account that allows parents, other family members and friends to contribute save and invest an annual limit of £3,600 for a child.
- A Self-Invested Personal Pension or SIPP allows you to take control over your pension and ultimately the funds you will have available in retirement. All contributions qualify for tax relief at your highest rate and the fund grows free of capital gains tax.
- The Inheritance Tax (IHT) Portfolio Service is designed to help limit the effect of inheritance tax without limiting access to and ownership of your capital. By taking advantage of Business Property Relief (BPR) on qualifying shares you can claim 100 per cent tax relief once the portfolio has been held for two years.
- Venture Capital Trusts (VCT) offer income tax relief of 30 per cent when invested at subscription, subject to a maximum investment of £200,000, while minimums are usually around £3000 - £5000.

Risk:
Investments can go down in value.
Tax treatment depends on the specific circumstances of each individual and may be subject to change in the future.

 

Contact Us

For further information on our services or investments, please call 0845 291 7482 or email info@stockbrokersleeds.co.uk Our office opening hours are Monday to Friday between 8.00am and 5.00pm.

Alternatively you can visit us at 9 Bond Court, Leeds LS1 2JZ Monday to Friday between 8.30am and 4.30pm.

If you are unsure about the suitability of services we are happy to discuss this with you taking into account your investment objectives and risk profile.

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