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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).

 

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Guidance

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

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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.

If you have any comments or questions on the presentation, please contact:  Niall Allardice, Private Client Director  n.allardice@fundsmith.co.uk

This presentation took place on various dates around the U.K. The information contained therein is correct as of 28th March 2023. Nothing contained within the presentation or the accompanying notes should be taken as advice. Should you feel you need advice please contact an independent financial adviser.

N.B. This presentation was created using Microsoft PowerPoint and therefore if you use another software package to open it, it may distort some of the formatting. Regardless of which package you use, notes are provided for each slide to provide further context. Some of the slides are best viewed by using the slide show option. This is because certain slides contain multiple graphics designed to appear/disappear as the slide was verbally explained at the live events.