ISA

David’s ISA 2024

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Background 07/02/2024 – This is my Stocks & Shares ISA consisting of over 30 managed funds.  I charge the ISA 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. Everyone’s ISA will perform … Read more

2023 Autumn Statement

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How much income can you receive before paying tax?  How much income can you receive before paying higher rate tax (40%)?  How much income can you receive before paying additional rate tax (45%)?  How much dividend income can you receive before paying tax? Tax on Dividends National Insurance Contributions (NICS) Capital Gains Tax (CGT) Inheritance Tax (IHT) ISA contribution limits A number … Read more

David’s ISA 2023

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Background 07/02/2023– 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

David’s ISA 2022

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Background 20/02/2022– 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

David’s ISA 2020

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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

Davids ISA 2019

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Background 10/03/2019– 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 orange line shows value after costs and the blue line gross contributions.  Everyone’s ISA will perform differently depending on funds … Read more