News and Articles

How to keep capital gains tax under control

By | Taxation | No Comments
As an investor, you want to keep taxes on your returns at a minimum. Capital gains tax (CGT) can be levied on the profits you earn after “disposing of” (selling) certain assets – such as…

Is past performance important for investors?

By | Investments | No Comments
How should you choose your investments? When building a portfolio, many investors focus on past performance – e.g. the price growth of a fund over the last 10 years – to try and identify “winners”.…

The tapered annual allowance: how to protect your pension

By | Pensions | No Comments
How much could you put into your pension each year? For most British people in 2023-24, the annual “limit” for contributions (receiving tax relief) is £60,000 – or up to 100% of your relevant UK…

Market Update – February 2024

By | Investments | No Comments
Global markets have continued to rally this month, with strong returns seen in the US and Europe in particular. Markets are still dominated by a small number of companies – the Magnificent Seven in the…
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