≡ Menu

Investing

What is trend following all about, and what can such a fund do for a portfolio?

{ 41 comments }

For years now, returns from the US stock market have thrashed the rest of the world. And yet even as the disconnect between the Land Of The Free Jumbo Upgrade and the rest of us widens, pundits ponder when it will all go wrong. Only this week, veteran market watcher – and sometime bubble-spotter – [...]

{ 21 comments }

You’ve been crying out for a UK ISA, right? I mean, even the investing platforms said they didn’t want one but somebody must have asked for it. Perhaps it was you? Well, you and Chancellor Jeremy Hunt, who presumably wanted another bone to throw to the electorate. And so the Dad’s Army ISA has marched [...]

{ 98 comments }

How to read an equity fund web page

Ever read a fund fact sheet and wondered what it all means? We show you how to crack the code.

{ 22 comments }

The tax year runs from 6 April to 5 April the next year. This means the most crucial UK tax deadline occurs in April. That’s because there are various annual allowances and tax reliefs you need to make the best of to legally mitigate your income tax bill and to stop excessive taxes sapping your [...]

{ 22 comments }

Don’t ask your accountant to help you ‘evade’ taxes. You could both end up in jail!

{ 32 comments }

How do the pension drawdown rules work? Here’s our best attempt to cut through the faff and explain them as simply as possible

{ 112 comments }

UK dividend tax explained

You will pay dividend tax on all dividends you receive in excess of your annual tax-free dividend allowance.

{ 137 comments }

You know about tax on dividends, interest and capital gains, but are you paying your dues on excess reportable income?

{ 99 comments }

Insights into retirement spending realities from those at the sharp end.

{ 106 comments }

An introduction to our fantastic online broker comparison table.

{ 332 comments }

Quality street [Members]

Some quality shares are being valued less dearly by the market. Why, and is it time to buy?

{ 11 comments }

The annual ISA allowance is £20,000 – across both cash and stocks and shares ISAs. But the details can be confusing…

{ 61 comments }

Capital gains tax on gilts

UK government bonds are down, which is terrible news. Except that it means future returns are up!

{ 23 comments }

Put on your scrubs as we surgically remove another cost with the cold-precision of a high-functioning sociopath.

{ 140 comments }

Investment broker Freetrade* has launched an intriguing new place to stash your cash: UK treasury bills. Forget boring old bank accounts and say “meh!” to money market funds. After the bond fails of 2022, maybe UK treasury bills can offer a safe refuge for your dough while offering a tasty yield? How does Freetrade’s UK [...]

{ 18 comments }