Income

The purpose of most investments is to generate an income stream at some future date. We recommend to all of our clients that they spend only the income from their portfolios unless they intend to consume their capital over time.

Income from equities, property and index-linked gilts will increase over time as corporate profits, rental income and inflation respectively grow. For clients requiring income we can arrange to pay either a fixed sum or an amount equal to the income received on a monthly, quarterly or annual basis. Alternatively, we can pay ad-hoc amounts from your portfolio as instructed.