Other Benefits

Some additional advantages to Beacon Trust include:

Access:   

You can partially or fully encash your investment fortnightly with no exit fees or penalties, other than any tax due.

Higher Level of Regulation:   

Beacon Trust Portfolios Plc is regulated by the Central Bank of Ireland.  The bulk of the investments are in what are termed UCITS funds – these are some of the most highly regulated funds in the EU.

Security:   

When you invest, your monies transfer directly from your bank account to the independent custodian Bank of America.  The Custodian provides safe custody for the company’s assets, which will be held under the control of the Custodian.

Tax Administration: 

In addition to tax efficiencies outlined earlier, in the case of personal investments, any taxes are dealt with through the fund and you are not required to include details on your tax return.