≡ Menu

Updated

Best multi-asset funds

Which is the best fund-of-funds for passive investors?

{ 121 comments }

We run through the pros and cons…

{ 88 comments }

The annual ISA allowance is £20,000, but from there it gets complicated…

{ 65 comments }

UK dividend tax explained

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

{ 138 comments }

Get crafty with the Monevator asset allocation quilt. The latest pattern now available!

{ 84 comments }

An introduction to our fantastic online broker comparison table.

{ 352 comments }

How to unitize your portfolio

Are you the new Warren Buffett? You know you like hamburgers just like Warren does, but are you achieving similar investment returns?

{ 104 comments }

Low-cost index funds UK

A choice of cheap index trackers to help passive investors craft their portfolios

{ 986 comments }

Capital gains tax in the UK

Thanks to ISAs, SIPPS, and full relief on your own home, most of us can avoid paying capital gains tax. But you should still understand how it works.

{ 42 comments }

Capital gains tax on shares

Tax is a persistent pain when investing, slicing away at your hard-gotten gains. Here’s how to defuse future headaches when it comes to CGT.

{ 102 comments }

A simple way to help you compare platforms.

{ 49 comments }

Pay off the mortgage or invest? There’s no simple answer, which is my excuse for writing, and writing, and writing…

{ 119 comments }

World stock market returns data shows big variations between countries. Here’s an 111-year digest to whet your appetite for investing abroad.

{ 51 comments }

US historical asset class returns

Supersize me!

{ 28 comments }

Rather like B&Bs themselves, bed and breakfasting is an old-fashioned way to defuse CGT that is no longer possible without taking some extra steps.

{ 35 comments }

Every asset in a strategic asset allocation has an important role to play. Here are the main asset classes that will nourish and protect your portfolio.

{ 53 comments }