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Client Needs

The following pages aim to provide advisers with ideas as to how the TM Hearthstone UK Residential Property Fund (‘the Fund’) may be used to assist clients in planning their tax affairs.

Traditionally, clients have tended to invest in funds that comprise equity, fixed interest, cash and/or commercial property assets. Now there is a fund which enables them to access the capital and rental returns of the c. £1 trillion private rented housing market.

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Important Information
 
Great care has been exercised in accurately preparing these examples. However, Hearthstone and its representatives cannot accept responsibility for loss suffered by any person(s) acting as a result of the information published.
The examples are based on Hearthstone’s understanding of legislation in force as at January 2014. Legislation may change, and tax and trust law may be open to differing interpretation.
The impact of taxation will depend on individual circumstances.
 


 

 

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Hearthstone Investments PLC is the parent company of the Hearthstone Group. Regulated activities associated with the TM Hearthstone ICVC are carried out by Hearthstone Asset Management Limited, which is an authorised representative of Thesis Asset Management plc, authorised and regulated by the Financial Conduct Authority (114354). Other companies in the group provide investment advisory and other services funds aimed at professional clients. Details of these companies are provided in the investment materials associated with each fund.

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