EIS funds and portfolios – Fund Twenty8 and others
Today’s post is about EIS funds. We’re going to look at ways of investing in the Enterprise Investment Scheme that might offset some of the risks.
Category: Taxes
Crowdfunding Returns – Where Are They Now?
Today’s post is about crowdfunding returns. We’re going to look at AltFi’s annual survey of the sector, entitled “Where Are They Now?”.
The Bonfire of the Taxes – IEA Report
Today’s post is about a report from the IEA on tax simplification, which claims that the UK could get rid of more than 20 levies – a veritable bonfire of the taxes.
SEIS – The Seed Enterprise Investment Scheme
Today’s post is about SEIS – the Seed Enterprise Investment Scheme. Do the tax breaks justify the high risk?
Secondary market VCTs for income
Today’s post is about buying secondary market VCTs for income. Is this a practical proposition, and who should be thinking about doing this?
The Workplace ISA – Too Much Choice?
Today’s post is about the Workplace ISA, which CPS research fellow Michael Johnson has proposed as a stablemate to the recently announced Lifetime ISA.
Tax Planning in Your 80s
Today’s post is about tax planning in your 80s. My mother-in-law is 83 years old. What can we do to help her to save tax?
Ten years of SIPPs – the verdict
In today’s post, we look back on ten years of the “A-Day” pension reforms that opened up SIPPs to the masses.
Asset allocation vs. Costs vs. Taxes
We look at a new study of asset allocation strategies, and wonder whether things are more complicated than people think.
Tax Avoidance
Today’s post is about Tax avoidance. In the news Tax avoidance scandals have been in the news a lot recently, but that isn’t why I decided to write about the...
Income and taxes
This is the third post in our series on basic personal finances, and looks and income and taxes. So far we’ve talked about life stages, and how to plan for the...
SIPPs vs ISAs
SIPPs vs ISAs: why you need both, and which one is most useful to the long-term DIY investor in the UK.
