Comments on: Rebalance your portfolio for your benefit, not the tax man’s

By: Rich Money Habits Carnival – Frugality and Success « Rich Money Habits

Mon, 01 Mar 2010 00:38:53 +0000

[...] Investor presents Rebalance your portfolio for your benefit, not the tax man’s posted at Monevator.com, saying, “Rebalancing your portfolio between stocks, bonds and other [...]

By: The Investor

The Investor — Sat, 30 Jan 2010 10:13:52 +0000

@Niklas – Thanks for the reminder. I actually have another even more exciting post in the works about how to set-up your portfolio in the most tax efficient manner in the first place, which contains about 1,000 words I extracted out of this already vast article…!

By: Niklas Smith

Niklas Smith — Sat, 30 Jan 2010 09:10:55 +0000

Also worth pointing out that UK gilts are free of capital gains tax, so long as you buy them directly rather than through a mutual fund. (But you still have to pay tax on the interest income.)