Fundsmith Equity Fund
710.72p T Class Acc, 13 Jun 24

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An ISA (Individual Savings Account) is a savings account available to UK residents on which the return is tax-free and which need not be declared on the investor’s tax return. All income (dividends and interest) and all capital gains within the account are free of tax. For the current year, 6 April 2024 to 5 April 2025 the overall investment limit is £20,000 (excluding the British ISA which has a separate £5,000 limit).

 

Guidance

  1. Article Last updated
    09/01/2024

    Retiring Overseas

    Thinking of retiring abroad and have a UK pension?  Many web articles imply that a transfer of a UK pension to one based abroad has many benefits.  But there are many risks and the benefits are often illusory.  This article covers some of the most common talking points.

    Issue 10
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  2. Seminar

    Planning a Retirement Income (Part 1)

    If you need to drawdown from an investment portfolio, how do you decide what level of draw is sensible and sustainable?  In part one of this webinar, we examine one of the main ‘rules’ and some of the risks that are underappreciated.

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  3. Seminar

    Planning a Retirement Income (Part 2)

    In part two of our retirement income webinar, we look at options for drawing income from pensions and discuss why tax efficiency, especially in the early years, may be important when considered alongside safe withdrawal rates.

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  4. Seminar

    Inheritance tax (IHT) & estate planning

    Inheritance tax or estate planning?  In this seminar, we discuss why planning isn’t solely around trying to reduce any tax liability by taking a high level look at IHT and some of the issues.

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  5. Seminar

    Tax Year End Capital Gains Tax Planning & Fundsmith Equity Fund Update

    The upcoming changes to capital gains tax (CGT) provided a good opportunity to inform investors of these changes and, at the same time clarify some aspects of CGT when it comes to calculating gains. The fund update looks to cover recent performance and remind investors of what Fundsmith see as a 'good company', the most important aspect of our investment philosophy.

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  6. Seminar

    An introduction to trusts and their uses in estate planning

    Fundsmith investors tell us that Inheritance Tax (IHT) is an area of growing concern.  One vehicle that may helpful when planning around this topic is a trust.  Trusts have been available for hundreds of years yet remain shrouded in mystery for the majority.  This presentation looks to introduce trusts and at some of the most common types and their uses.

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