work your cash holdings

To create and enhance your wealth, you need to establish and adhere to an appropriate, long-term investment strategy.

Part of that strategy is to think about asset allocation – the combination of cash, fixed interest, property and equities in a portfolio.

Cash can work hard for you. Get the most out of your cash holdings by letting us:

• review your cash holdings and look at the security and rates
• look at the vehicle holding the cash from a tax efficiency point of view
• make sure you understand what underlying securities are behind your cash, as they may not necessarily be pure cash deposits, especially when higher rates are being generated.

Cash is an integral part of portfolio planning for the short, medium and long term – speak to us about getting the most out of yours.

_{RSM Tenon Financial Services Limited is authorised and regulated by the Financial Services Authority. The content of this website is for general information only and is based on our understanding of current legislation and HM Revenue & Customs practice, which is subject to change.}