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McDonald Associates Ltd provide advice on all aspects of personal and corporate savings, investment and inheritance tax planning such as:-

- Deposit accounts

- Individual Savings Accounts (ISAs)

- Personal Equity Plan transfers

- Unit Trusts & OIECS

- Investment Bonds (onshore and offshore)

- Purchased Life Annuities

- Discounted Gift Schemes

We aim to recommend investment which best meets a client's needs, taking full consideration of the tax implications and the client's attitude towards risk and reward.

We are also able to advise on Trusts, life assurance for family protection or to fund for potential inheritance tax liability, home equity release and various tax mitigation arrangements.

Savings & Investments

About Us

Senior Personnel

Treating Customers Fairly

Savings

Pensions

Annuititues

Mcdonald AssociatesLtd. is authorised and regulated by the Financial Services Authority ©2009

No 1 Lindrick Way, Lakeside Park, Barlborough Links Barlborough, Chesterfield S43 4XE
Tel: 01246 813567 Fax:01246 813826 email: info@mcdonaldassoc.f9.co.uk

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