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Taylor Young Investment Management – CF Taylor Young Opportunistic Fund

Taylor Young Investment Management

CF Taylor Young Opportunistic Fund

Aim: Growth by investing in a concentrated portfolio of UK companies

Minimum investment: Lump sum £7,000

Investment split: 100% in UK companies

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5%, annual 1.5%, 10% performance fee

Commission: Subject to negotiation

Tel: 020 7378 4500


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Nil-rate band planning for inheritance tax can be a very effective strategy.


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