Assets by Tax Type Chart - What types of investments are included in each asset category?

The asset types on the Assets (by Tax Type) chart are:

Taxable – Current accounts, savings, offshore taxable investments.

Tax deferred – Money purchases and drawdown pensions, onshore and offshore life funds (bonds), discounted gift trusts, other trusts (a general category asset for trust modelling)

Tax free – ISAs, venture capital trusts (VCT), enterprise investment schemes (EIS), charitable trusts, national savings certificates, child trust funds, other trusts, loan trusts, spousal bypass trusts

Non-liquid – Properties and other illiquid assets entered on the Property/Assets screen.