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Endowments

Endowment Policies

These are a common form of investment policy. Regular premiums are paid, and when the term of the endowment expires a lump sum is paid out. The lump sum may be used to repay a mortgage, for example, although to achieve this the investment performance needs to be sufficient to build up the required capital and this performance cannot be guaranteed.

Most endowments have a protection element such that if the policyholder should die then a lump sum becomes payable.

levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The value of investments and the income from them may go down. you may not get back the original amount invested.


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Company addresses:

Melton Mowbray Office
Mill Lane Asset Management
20 Norman Way
Melton Mowbray
Leicestershire, LE13 1JE
T: 01664 483124

Email: Melton@MillLane.com

Oakham Office
Mill Lane Asset Management
Knights Yard, Gaol Street
Oakham
Rutland, LE15 6AQ
T: 01572 757587

Email: Oakham@MillLane.com

Registration address as Melton Mowbray office address
Registration number: 03568547
Registered in: England

Mill Lane Asset Management Ltd is An Appointed
Representative of Sesame Ltd., which is authorised and
regulated by the Financial Services Authority

Sesame Ltd is entered on the FSA register
(www.fsa.gov.uk/register/) under reference 150427.

The FSA do not regulate National savings products, loans,
Will writing, Commercial Mortgages and some forms of buy
to let mortgages, offshore funds and inheritance tax
planning.

The guidance and/or advice contained within the website is
subject to the UK regulatory regime and is therefore
targeted at consumers based in the UK.

Telephone: 01664 483124 | enquiries@MillLane.com

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