Jurisdiction(s):
United Kingdom

Key definition

Investment definition

What does Investment mean? In practice, investment describes an asset or bundle of rights committed in a host state with the aim of generating a return. In investor-state work, the operative definition is treaty-specific: most bilateral investment treaties (BITs) and the Energy Charter Treaty use broad, asset-based lists covering, where applicable, tangible and intangible property located in the territory, shareholdings and other equity interests, contractual rights (including concessions), intellectual property, and loans or claims to money, subject to stated carve-outs. The ICSID Convention does not define investment; tribunals assess jurisdiction by the treaty text and case law, commonly considering a contribution of resources,...

UK solicitors’ guide to investments for elderly and vulnerable clients: attorneys and deputies, cash, NS&I, gilts, equities, ISAs, insurance bonds, tax and working with financial advisers

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Practice notes

Solicitors are generally not involved in deciding precisely where a client should invest and must take care not to provide financial advice unless authorised by the financial conduct authority (FCA). In most circumstances, it is appropriate for clients to obtain professional, independent guidance from a financial adviser. That guidance helps clients to shape their investment objectives by:

identifying their actual income requirements
weighing those requirements against the need to preserve capital
determining a suitable risk profile

Nevertheless, a solicitor may assist by explaining the different investment opportunities without endorsing any particular choice. In addition, a solicitor might carry responsibility as an attorney or deputy for administering an individual’s assets or investments. A sound, general grasp of the options available, particularly where they come by way of a third party’s recommendation, is essential so that decisions based on needs and objectives, as well as risk factors, can be examined thoroughly...

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Web page updated on 22/05/2026

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