Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.
“Family fortunes: how to invest alongside the wealth”
Trusts backed by wealthy families offer rare long-term investment management but come with some unusual risks.
“In search of an investment to last a lifetime”
Investment trusts pass the longevity test and could provide the answer.
“Are ‘dividend hero’ trusts still the investor’s champion?”
Investors turning away from UK equity income funds.
“Private equity funds can help your portfolio scale heights”
An esoteric choice they may be for private investors, but if you’re selective they can add value.
“Interest rates fall on buy-to-let mortgages”
Competition in landlords sector means costs mirror residential home loans.
“Expect the taxman to take your money in real time”
Wages are stagnant, but individual tax accounts could revolutionise collection and reduce evasion.
“Investors in Neil Woodford’s fund could lose up to two‑thirds of their money”
Estimates show that anyone who bought in to the closed Equity Income fund could get only a third of their cash back.
“How a slow house sale could lead to an inheritance tax refund”
Many people who sold homes for less than expected could be owed money, but don’t expect the taxman to tell you that.
“Fund transfers: investors face fees and months of delays”
Some companies are taking as long as 100 days to move money over to rival platforms with lower charges.
“Why tax rules mean the economy is suffering as ‘entrepreneurs’ abandon self-employment”
Self-employed people are closing down businesses and returning to full-time employment as the prospect of new tax rules has left the contractor market in disarray.
“What the general election means for stock markets”.
From Brexit – and its effect on the pound – to nationalisation of businesses, party policies are likely to have a swing on the FTSE, for better or worse. Telegraph Money takes a look at each scenario and what it would mean for your portfolio.
“’How to invest in buy-to-let: the ultimate guide for every budget’”
In a four-part series, The Telegraph investigated how and where to invest in property in the UK with different budgets, from £15,000 to £100,000. Here’s our round-up of the best ways to make the most of your investment.
“NEST – This pension scheme has 8m members – and ethical savers do best”
The publicly owned Nest has thrived thanks to investments such as its £1.1bn ‘climate aware’ fund.
“Surprised that women are still struggling for equal pay? You shouldn’t be”
On Equal Pay Day, The Guardian confronted the real reason women are paid less – employers know that a successful challenge is incredibly unlikely.
Please note that, due to copyright, we are no longer able to include a direct link to the newspaper article.
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As tax year end approaches, there is still time to make use of your available reliefs and allowances.
This tax year end planning checklist covers the main planning opportunities available to UK resident individuals and will hopefully help to inspire action to reduce tax for the 2023/24 tax year and to plan ahead for 2024/25.
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