Changes to Dividend Taxation

November 25th, 2015, by Martyn Torevell

There are major changes to the taxation of dividends from 6 April 2016. From the start of the 2016/17 tax year everyone will be given an annual dividend allowance of £5,000 in addition to their personal allowance. Dividends below this… Read More…

Stewart Investors Asia Pacific Leaders – Management Change

November 12th, 2015, by Georgina Ogilvie-Jones

We have invested in the Stewart Investors Asia Pacific Leaders fund (previously called the First State Asia Pacific Leaders fund) for some time and value the long-term approach and focus on “quality” companies with a sound management team, business model,… Read More…

Economic Commentary – October 2015

November 5th, 2015, by Georgina Ogilvie-Jones

Equity markets recovered in October, rebounding from the August sell-off but the FTSE 100 still has some ground to make up – it is now at 6,384 having started the year at 6,566. Monetary policy remains the primary driver of… Read More…