Tax Efficient Investing

Back to homepage
Analysis , Editor's Picks , News , Tax Efficient Investing , Viewpoint

The hidden gems of occupational pension plans

Due to the complexity of the legislation and scheme rules surrounding occupational pension contracts, it is not always obvious what the value of a pension plan is. Before transferring a

Analysis , Editor's Picks , News , Property , Tax Efficient Investing , Viewpoint

Limited company buy-to-let product count soars

There are currently 266 products, up from 198 in the fourth quarter of 2016. David Whittaker, chief executive of Mortgages for Business, said: “With the changing face of the buy-to-let

Analysis , Editor's Picks , News , Tax Efficient Investing , Viewpoint

It’s the pension last chance saloon

Pension savers have up to midnight on 5th April to maximise their contributions to offset this year’s tax bill. Unused allowances from three previous tax years can provide a useful boost

Analysis , Editor's Picks , Funds , News , Property , Shares , Tax Efficient Investing , Viewpoint

Eight tax changes investors should watch out for

As another tax year fast approaches here are eight changes you should be aware of when it comes to saving tax in 2017/2018. Corporate bond funds change to paying gross

Analysis , Editor's Picks , Funds , News , Shares , Tax Efficient Investing , Viewpoint

Why investors should Spring clean their portfolios

We are now officially in Spring, a time of year when the dark Winter months are behind us, gardeners start planting bulbs and traditionally many people give their homes a

Analysis , Editor's Picks , Funds , News , Shares , Tax Efficient Investing , Viewpoint

Where are Fidelity’s experts investing their ISAs?

       Tom Stevenson, investment director for personal investing at Fidelity International (above left) said: “Eight years into the current bull market, investors are increasingly nervous about a correction, especially in

Alternative Investments , Analysis , Editor's Picks , News , Shares , Small Caps , Tax Efficient Investing , Viewpoint

AIM for the end of the tax year

AIM, the London Stock Exchange’s international market for smaller growing companies is often overlooked when it comes to last minute ISA investing. But those taking out ISAs at the end

Analysis , Editor's Picks , News , Shares , Tax Efficient Investing , Viewpoint

90,000 investors set to be caught out by dividends tax

Under measures announced in the Budget, the Tax Free Dividend Allowance will be reduced from £5,000 to £2,000 from April 2018. This will typically affect investors with portfolios over £50,000

Analysis , Editor's Picks , News , Tax Efficient Investing , Viewpoint

Why you need to use your pension savings allowance

Every year, at this time of year, financial advisers remind their clients of the benefits of using up pension savings allowances which qualify for tax relief at the taxpayer’s top

Analysis , Editor's Picks , Funds , News , Shares , Tax Efficient Investing , Viewpoint

Emerging markets: the wallflower at the stock exchange party

Developed markets have been having a whale of a time lately. No matter what we seem to throw their way, they just continue to climb and the party rages on.