Key risks of BPR-qualifying investments
For professional advisers only. Not to be relied upon by retail investors.
- The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
- The value of tax relief will depend on an investor’s personal circumstances.
- Tax rules could change in the future.
- BPR is assessed at the time a claim is made and there can be no guarantee that a company will remain BPR-qualifying.
- The shares of the smaller companies we invest in could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
BPR-qualifying investments are not suitable for everyone. Any recommendation should be based on a holistic review of your client's financial situation, objectives and needs. We do not offer investment or tax advice. We record telephone calls.