W.W.H. Ewens Insurances Adviser
David Ewens – Chartered Financial Planner in Romsey
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 How much interest can you receive before paying tax? National Insurance Contributions (NICS) Capital Gains Tax (CGT) … Read more
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
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
Explanation How much guaranteed annual income would £600,000 buy a healthy sixty five year old living in the south of England? Income is pegged to RPI inflation each year and would provide 50% spouse’s income if the purchaser dies first. This graph is a very rough indication only and is based on quotes obtained over … Read more
Columns show the amount of profit (in yellow) compared to the amount invested (in brown) for four different clients. Client one invested in 1996, two in 2002, three in 2011 and four in 2017. Chequered yellow and white shows “withdrawals,” which may be viewed as profit already taken. Performance relates to one particular fund managed by one major UK investment provider. This Investment tries to smooth … Read more
15th March 2023 by David Ewens 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 ISA contribution limits Capital Gains Tax (CGT) Inheritance Tax (IHT) Pensions This … Read more
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
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 ISA contribution limits Capital Gains Tax (CGT) Inheritance Tax (IHT) Pensions National Insurance Contributions (NICS) Stamp Duty … Read more
How much income can you receive before paying tax? 2021/22 – £12,570 2022/23 – £12,570 this allowance level will be frozen until April 2026 you start to lose this allowance when annual income exceeds £100,000 How much income can you receive before paying higher rate tax (40%)? 2021/22 – £50,270 2022/23 – £50,270 this threshold will be frozen … Read more
How much income can you receive before paying tax 2019/20 – £12,500 2020/21 – £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%)? 2019/20 – £50,000 2020/21 – £50,000 ISA contribution limits The annual ISA limit will be £20,000 for 2020/21 (currently £20,000) … Read more