EquityPortfolio Mandates offer you access to professionally managed direct equity portfolios. The single HIN and beneficial tax ownership structure within ShareInvest enables a number of features:

Professional Investment Managers
You gain access to professional investment managers that retail clients would not generally get access to.

No inheritance of other investor’s capital gains
We purchase a new portfolio for each new investor. This avoids inheritance of an existing tax position on entry, a recognised problem associated with traditional managed funds.

No effect from movements of other investors
A withdrawal by one investor does not trigger a tax event for other investors.

Tax effective portfolio management
As part of the tax management of portfolios, we can realise capital losses while allowing, where feasible, unrealised gains to remain unrealised each year.

Tax parcel optimisation
Tax parcels are optimised to take advantage of any capital gains tax discount rules.