Risk information

Capital at risk

The value of specialist investments can fall as well as rise. Investors may not get back the amount invested and, in some structures, may lose the whole of the capital invested. Past performance is not a guide to future performance.

Principal risks

The risks below apply generally. Product-specific risks are set out on the relevant solution page and, in full, in the approved provider documentation.

• Illiquidity — specialist and unlisted investments may not be readily realisable.
• Credit and borrower default risk where lending forms part of the underlying activity.
• Valuation risk where assets are not traded on a public market.
• Concentration risk within a specialist strategy.
• Tax and Business Relief risk — relief is not guaranteed and depends on individual circumstances.
• Legislative change — tax rules and reliefs may change.
• Limited investor protections compared with listed or deposit-based products.

For Professional Use Only

This website is operated by New Walk Consulting and is intended solely for professional financial advisers, regulated financial intermediaries and other appropriately qualified professional persons.The information contained on this website is not intended for retail clients or members of the general public and should not be relied upon by them.

Nature of Our Services:

New Walk Consulting provides technical information, support and consultancy services to professional advisers and intermediaries in relation to financial and tax-planning matters.

Unless expressly stated otherwise, New Walk Consulting does not provide personal financial, investment, legal or tax advice to retail clients and does not make personal recommendations regarding investments or financial products.

Information provided through this website is intended to assist professional advisers and intermediaries in their own research, due diligence and consideration of potential planning solutions. Advisers remain responsible for determining the suitability and appropriateness of any recommendation made to their clients.

Tax and Estate Planning:

Information concerning inheritance tax, Business Relief, trusts, estate planning and other tax-planning arrangements is based on our understanding of UK legislation, taxation and HMRC practice at the time of publication.

Tax legislation, rates, reliefs and HMRC practice can change. The availability and value of any tax relief will depend upon the particular circumstances of the individual concerned.

Where Business Relief is discussed, qualification for relief is not guaranteed. Eligibility will depend upon the relevant legislation and the circumstances of the investment, business and investor at the appropriate time.

Professional tax and legal advice should be obtained where appropriate.

Investments and Investment Risk:

Where this website refers to investments or investment-based planning solutions, such information is provided for professional information purposes only and should not be regarded as an offer, invitation, financial promotion or personal recommendation to invest.

Investments can fall as well as rise in value, and investors may not receive back the amount originally invested. Investments in smaller, unquoted or private companies can involve a higher degree of risk and may be difficult to sell.

Any target returns, forecasts, projections or illustrations are provided for illustrative purposes only and are not guaranteed. Past performance is not a reliable indicator of future performance.

Responsibility of Professional Advisers:

Professional advisers and intermediaries using information supplied by New Walk Consulting remain responsible for conducting their own research and due diligence and for determining the suitability of any financial product, investment or planning strategy for their clients.

Nothing contained on this website should be regarded as a substitute for an adviser's own regulatory, compliance, suitability or due-diligence obligations.

Accuracy and Reliance:

New Walk Consulting takes reasonable care to ensure that information published on this website is accurate at the time of publication. However, information may become outdated as a result of changes to legislation, taxation, regulation, market conditions or other circumstances.

No representation or warranty is given as to the completeness or continued accuracy of information contained on this website, and information may be amended or withdrawn without notice.

By accessing this website, you acknowledge that its content is intended for professional use only and is not intended to be distributed to, or relied upon by, retail clients.