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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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Fundsmith Appoints IFA Sales Director

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Fundsmith
By Fundsmith

Fundsmith LLP (‘Fundsmith’), the fund management company founded by Terry Smith, announces the appointment of Scott Chivers as Sales Director to independent financial advisors (‘IFAs’), strengthening its customer relationship team.

Previously a Business Development Manager at Franklin Templeton Investments, Scott will be responsible for marketing to independent financial advisors who invest on behalf of UK retail and high net worth clients. Prior to Franklin Templeton, Scott worked in Investment Sales at M&G Investments and IFDS. He graduated from the University of Essex with a BSc (Hons) in Financial Management and went on to gain his CFA Investment Management Certificate and a Diploma from the Chartered Insurance Institute.

Terry Smith, Founder and Chief Executive of Fundsmith, said:

“We are pleased to welcome Scott to Fundsmith to focus on the fast growing number of IFAs who have chosen Fundsmith for their clients’ investments. He has many longstanding relationships and will greatly help our efforts to communicate Fundsmith’s long term investment approach to this investment community.”

Fundsmith Equity Fund

The Fundsmith Equity Fund offers investors a high quality, concentrated portfolio of 20-30 resilient global growth companies which are held for the long term. Since inception to the end of July 2019, the fund has delivered a total return of 383.3% or 19.7% annualised, net of fees.