Coronavirus (COVID-19)

I am currently working from home and can be contacted by email or office telephone as usual. Letters sent in the post may not be picked up swiftly so if anything is urgent, please chase up by phone or email. Most investment company employees are also working from home. This means service may be a … Read more

David’s ISA 2020

Background 21/02/2020– This is my Stocks & Shares ISA consisting of over 30 managed funds.  I charge the ISA 3% on each contribution plus 0.5% per annum of fund value for an “investment performance review”.  The yellow line shows value after costs and the blue dotted line shows gross contributions. Green block shows money taken out. … Read more

Budget 2018

How much income can you receive before paying tax 2018/19 – £11,850 2019/20 – £12,500 you start to lose this allowance when annual income exceeds £100,000  How much income can you receive before paying higher rate tax (40%)? 2018/19 – £46,350 2019/20 – £50,000 ISA contribution limits The annual ISA limit will remain at £20,000 for 2019/20 The … Read more