20 articles tagged with Investing.
How HMRC decides which shares you have sold for Capital Gains Tax purposes in 2026/27 — the same-day rule, the 30-day rule, and the Section 104 pool for older holdings.
Accumulation vs income units explained for UK investors in 2026/27 - how each is taxed, when to choose which, and the notional dividend trap to avoid.
The bed and breakfasting CGT rule blocks same-asset repurchases within 30 days. Learn how the share matching rules work and how to use your 2026/27 allowance legally.
ETFs vs investment trusts for UK investors in 2026/27. Compare costs, structure, discounts, gearing, tax in an ISA or pension, and which suits you.
OEIC vs unit trust compared for UK investors in 2026/27: pricing, tax on dividends and capital gains, ISA wrappers, costs and which to pick.
How offshore investment bonds are taxed in the UK for 2026/27: gross roll-up, chargeable event gains, top-slicing relief, the 5% withdrawal rule and when they beat ISAs.
How SEIS works for UK investors in 2026/27: 50% income tax relief, CGT exemption, loss relief and reinvestment relief, plus the rules and limits.
Capital losses must be reported and used against gains in the same year or carried forward. Bed-and-ISA and Bed-and-SIPP also avoid crystallising gains.
UK investors in ETFs face dividend tax on both distributing and accumulating funds. Learn about deemed distributions, reporting fund status, excess reportable income, and ISA sheltering.
Why investment trusts trade at a discount or premium to NAV, how discount control mechanisms work, the effect of gearing, paying dividends from reserves, and holding trusts inside a Stocks and Shares ISA.
How long it takes to grow a GBP 100,000 ISA to GBP 1m using the GBP 20,000 annual allowance and compounding, with worked examples for 2026/27 savers.
How reinvesting dividends turbocharges a FIRE pot, and whether to do it inside an ISA or a pension in the UK for 2026/27, with a worked comparison.
Why UK FIRE savers must plan in real, inflation-adjusted returns for 2026/27, with a worked example showing how nominal numbers flatter your pot.
A complete guide to building a diversified investment portfolio in a UK ISA or SIPP in 2026 — from clearing debt and emergency funds through index fund selection, asset allocation by age, and the enormous cost of high-fee funds.
Learn how Bed & ISA works in 2026/27: CGT rates 18%/24%, £3,000 AEA, worked examples and step-by-step instructions to shelter gains tax-free forever.
Compare the best global index funds for UK investors in 2026: Vanguard FTSE All-World, iShares MSCI World, Fidelity and L&G. OCFs, platforms and returns compared.
Comparing Cash ISA, Stocks & Shares ISA, pension, and Premium Bonds for a £10,000 lump sum — with 10-year projections, fees, and FSCS coverage explained.
Dividend tax rates and the £500 allowance for 2026/27 explained. Ltd company director salary+dividend planning, ISA sheltering, and Self Assessment reporting.
A complete beginner's guide to FIRE in the UK: 4% rule, savings rate table, ISA & SIPP wrappers, NHS advantage, State Pension and practical index fund approach.
The ISA annual allowance is £20,000 — frozen since 2017. Here are 7 practical strategies to maximise your tax shelter, from Bed-and-ISA to LISA bonuses and the early April advantage.
