This is a popular question and often causes confusion. So I thought I'd lay out a brief explanation of how inheritance tax (IHT) taper relief works. But first I suggest...
The background to my portfolio Back in March 2015 I decided to invest £50,000 of my own money using 80-20 Investor. The purpose was twofold, firstly to show how you can...
Inheritance tax (IHT) is one of the most controversial taxes as it reduces the amount of money that can be passed on in the event of death, by as much...
Listen to Episode 481 In this week's episode, I provide an update on my 'Winter investment portfolio', which uses an investment strategy aimed at capitalising on a seasonal market trend....
Last year I updated a piece of research titled 'The Winter Fund Portfolio 2023 – exploiting a seasonal trend', as I do every year. The research was inspired by a...
Listen to Episode 480 In this week's episode, I provide a summary of the Autumn 2024 Budget, detailing all of the key announcements and how they are likely to impact...
Commentary Of the 30 funds in October's BOTB selection 15 funds have retained their place which is the lowest number for some time, which perhaps isn't surprising given that the...
On 30th October 2024 the Chancellor of the Exchequer, Rachel Reeves, announced that defined contribution pensions will be included within a deceased person's estate for inheritance tax purposes. This is...
The fund management industry promotes the idea of buying and holding actively managed funds for the long-term. Yet you are more likely to make more money by regularly reviewing your...
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