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Investing

Britain’s European counterparts show why home bias is a mistake.

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

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The only way is up it seems, but nothing lasts forever in the markets…

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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 [...]

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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.

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Augmented reality [Members]

Why back one speculative fintech when you can run the table on the sector at a potentially bargain price?

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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 [...]

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

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

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UK dividend tax explained

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

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

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

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Decumulation strategy: the No Cat Food Portfolio [Members]

The thinking behind our new decumulation model portfolio…

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Quality street [Members]

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

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

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Capital gains tax on gilts

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

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