The fund performance league tables have gained over 530 new funds since April. In the middle of April, the trade body of investment managers, the Investment Association, made a radical revamp to its fund sectors. As a result, many of the investment performance league tables have been changed subtly, even though the performance of the […]
The freeze on the inheritance tax (IHT) nil rate band will mean more tax from more estates. In March 2006 the then Chancellor, Gordon Brown, announced that the IHT nil rate band for 2009/10 would be £325,000. Announcing the change over three years before it would happen was seen by some as a […]
A recent report showed that global dividend payments held up much better than those in the UK in 2020. For investors in UK shares and funds investing in UK companies, 2020 was a grim year when it came to dividends. The pandemic cast a long shadow over the pay outs to investors: Early on, the […]
The planned increase in corporation tax has changed some of the mathematics on incorporation. The Budget announced a significant change to corporation tax from 2023: Small companies, with profits of up to £50,000, would continue to pay the tax at the current rate of 19%, subject to adjustments for associated companies and financial […]
Three letters, ESG, have become a major driving force in investment decisions. ESG – environmental, social and governance – considerations are playing an ever-increasing role in investment decisions. What used to be classed as ethical investment, socially responsible investment (SRI) and green investment have now to some extent merged under the ESG banner. The table […]
The Spring Budget on 3rd March was not the end of the taxing story. The run up to the March Budget was accompanied by much press speculation about changes to capital gains tax (CGT), inheritance tax (IHT) and pension tax relief. The first two had been the subject of reports from the Office of Tax […]
