In the wake of the recent Labour budget announcement on 30th October, you may be reconsidering strategies to keep your portfolio as tax-efficient as possible, while ensuring it remains aligned with your financial goals. With immediate changes to capital gains tax, investment bonds have gained our attention as a timely option, especially for those in higher tax brackets and who might have “unwrapped” investments.
Was the first Labour Budget in 14 years better or worse than you expected? Well, everyone will feel differently depending on their own circumstances. Here we highlight some of the key points from Wednesday’s Budget, and explore possible ways you might try to be more tax-efficient with your investments in the years ahead…
Speculation is rife on tax increases in the upcoming Budget. Here we look at whether you might wish to take action before.
Shenanigans in financial markets last week, particularly Japan, seemed to come from nowhere – they didn’t. It again highlighted the struggle to make money in recent years, trying to sensibly balance risk and reward. Let’s explore all of that and the continuing opportunities for longer term investors.
In late October financial markets came back from the brink of very sharp falls. Optimism took hold as investors imagined that interest rates might fall much sooner than expected in 2024. Is that optimism justified? Let’s see…
There is no one fact which usefully informs us right now. Rather we have a jig-saw, and the pieces have been gradually emerging over the last couple of years. The picture is becoming clearer, and the latest shape was inflation volatility, which sounds dry but is very informative for investors. What works for investors in this environment, and should do so for years ahead, is reasonably clear from historical precedents in financial markets. But we still need to navigate some rocks in the shorter term.
From November, US financial markets and beyond began dancing to the tune of the US Federal Reserve, who hinted that collapsing inflation would allow interest rates to be cut sharply and soon. With the bleary dawn of 2024 the rhythm became more a stagger and a wobble, with bursts of exuberance, almost exclusively in technology. Let’s look at the detail.
The Tax Year End Is Looming
With the tax year coming to a close on the 5th April, now is an opportune moment for us to remind you about your key allowances while there is still time to act, if you haven’t done so already. These include valuable inheritance tax gift allowances.
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