Hints and tips:
...AIA’s allocation to funds run by LeapFrog Investments, a specialist impact fund manager, is one of the largest investments into portfolios trying to meet social or environment targets such as those in the...
...Given the reduction in CGT allowances it becomes more important than ever that you use your tax wrappers for investments with the best chance of growing in value, leaving low-risk investments such as cash...
...of their Isa investments into UK assets so the additional allowance will not change investor behaviour....
...This assumes the CGT allowance and tax rate remain unchanged over the period and a 7 per cent annual rate of return....
...Instead, a planned British Isa allowance of up to £5,000 for investments in British companies is set to provide a boost for equity investors....
...But that makes a nonsense of the badging of the new Isa allowance as a UK only investment....
...The British Isa will offer retail investors a £5,000 tax-free allowance on top of their existing annual £20,000 limit....
...A permanent 100 per cent capital allowance — known as “full expensing” — for qualifying business investment, costing £9.1bn by 2027-28....
...There was also a 53 per cent increase in the number of people contributing more than £60,000 (the current annual allowance), while the number contributing more than £40,000 grew three-fold....
...The annual tax-free pensions contributions cap will rise for the first time in nine years from £40,000 to £60,000, while the money purchase allowance, the annual amount of tax-free contributions to defined...
...The UK ISA will be a £5,000 allowance in addition to the existing ISA allowance and will be a new tax-free product for people to invest in UK-focused assets. Wow! So what are the details?...
...With just days to go until the end of the tax year, it’s peak season for British savers and investors to make the most of their £20,000 annual Isa allowance before it renews on April 6....
...The larger pensions annual allowance of £60,000 gives readers more scope to cut their tax bills and boost their retirement prospects....
...Chancellor Jeremy Hunt’s British Isa initiative is welcome but with estimated annual cash inflows into UK equities of at most a few billion pounds, it does not go far enough (“Chancellor’s extra Isa allowance...
...for everyone, thus removing the 62% effective rate of tax on earnings between £100,000 and £125,140 Abolish the tapered £60,000 pensions annual allowance when you have adjusted income of more than £260,000...
...Investment Savers will be handed a higher tax-free allowance for investments if they plough cash into UK equities....
...Back in 1986, Nigel Lawson unveiled Personal Equity Plans, a tax-free investment account designed to help build a share-owning democracy in the UK....
...The measure, which is in addition to the existing £20,000 per person annual Isa allowance, is aimed at boosting investment in domestic businesses....
...Crucially, Labour also plans to remove “loopholes” — or investment allowances within the windfall tax — which the Conservatives put in place to encourage industry to continue to invest....
...and savings expert at investment firm AJ Bell....
...You should keep a record of the Isas you subscribe to and avoid exceeding the annual Isa investment thresholds....
...Tideway gives the example of John, who is 56, married, and would like to draw an annual income of £40,000 after tax....
...Hunt unveiled big changes to pensions in his Spring Statement this year, announcing the abolition of the lifetime allowance on pension contributions and a significant boost to the annual allowance on contributions...
...Trying to identify takeover candidates and the timing of a possible bid is as pointless as guessing when a salmon might take my fly during my annual week on the Tweed....
...It’s quite a generous annual allowance....
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