“I am grateful to MWA, with changes to SDLT, CGT and Section 24, property Interest deductions it has been a real challenge to work out how to stay profitable and at the top of what we do. MWA have been great to plan or property strategy. .
Property Developer
To provide you a bespoke investment opportunities, we need to know your investment experience and status.
If you have any questions, please call us on +(020) 7060 9556 or email on info@mgtwealth.com
Sophisticated investors”): a person who has (a) a certificate written within the last 36 months by a firm confirming he has been assessed as sufficiently knowledgeable to understand the risks associated with engaging in activity relating to investments of this nature,
and (b) signed within the period of 12 months prior to the date of accessing this website a declaration that he/she is a certified sophisticated investor who may receive exempt promotions);
I am a self-certified sophisticated investor because at least one of the following applies—
I am a certified high net worth individual because at least one of the following applies—
(a) I had, during the financial year immediately preceding the date below, an annual income to the value of £100,000 or more;
(b) I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more. Net assets for these purposes do not include—
Authorised persons; persons exempt in relation to the promotion of investments of this nature; persons involved ordinarily in investing in unregulated schemes; governments, local authorities or international organisations; or a director, officer or employee acting for these entities in relation to engaging in investment activity (provided that the communication is made to the director, officer or employee in this capacity and when acting in this capacity they are involved in the entities’ participation in investments of this nature)
High net worth companies, unincorporated associations etc”): bodies corporate with minimum called-up share capital/net assets of £5 million (except where the body corporate has more than 20 members in which case the minimum share capital/net assets should be £500,000); unincorporated associations or partnerships with minimum net assets of £5 million; trustees of high value trusts; or a director, officer or employee acting for any of these in relation to engaging in investment activity (provided that the communication is made to the director, officer or employee in this capacity and when acting in this capacity they are involved in the entities’ participation in investments of this nature);
