Other Services and Facilities

Income Withdrawal

Many clients, particularly those in retirement, require regular income from their investments to supplement their pension income. LHFM have arranged to provide either a regular monthly, quarterly or annual payment directly to the client's bank account. The amount of income is agreed when the client's objectives are discussed on setting up the plan. The regular plan reports provide full details of the income taken and the resultant value of the portfolio.

Individual Savings Accounts (ISAs)

New ISAs can be set up using the Lawrence House funds or the Portfolio Management Service.  Existing ISAs can be transferred to take advantage of it as well.

Share Exchange

An existing portfolio of shares or funds can be share exchanged into the PMS, please ask for details.

Capital Gains Tax made easier

The priority of the LHFM team is to manage your portfolio in line with your agreed objectives. It is expected therefore that capital gains will be made upon which capital gains tax may be payable. As your professional adviser will wish to calculate any CGT liability, LHFM provide full reports to simplify the process.

Phased Investment

If you are concerned about investing all of your lump sum into the market at one time we are able to invest it in a phased manner over 3, 6 or 12 months or a year thus reducing the timing risk inherent in fluctuating markets.

Pension Plans

The portfolio can be used to manage investments held within pension plans such as SSASs and SIPPs, please ask for further details. The portfolio is also suitable for use with Pension Income drawdown and/or Phased Retirement.

Trustees

All Lawrence House investments are available for investment by Trustees.