Tag Archives: Investment companies

The right for pensioners to benefit from investment trusts

Ros is not letting up in her determination to let CDC and DC get access to investment trusts without hindrance. To my mind, the Investment Trust/Company beats the LTAF in every way but the reward LTAF’s give the financial services … Continue reading

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William MacLeod – sense on the Pension Schemes Bill and investment trusts

The debate on investment trusts/companies is not an easy one to follow, so it is good to have this man posting sensibly on a subject that matters.

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Investment Companies – heartbeat of FTSE 250 – forgotten by Pension Schemes Bill – Altmann

This is an excellent post . I will leave Ros and to make the point. Thanks William Macleod I too am surprised that promoting Investment Companies (or Trusts) is not part of the Bill’s intention to increase UK growth stocks … Continue reading

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Intervention by Altmann and Bowles to save investment trusts for DC pensions

It is inevitable that in drafting pension legislation as ambitious as the Pension Schemes Bill, mistakes are inadvertently made. It seems a mistake has been made stopping investment companies (investment trusts) from being part of the decumulation funds we look … Continue reading

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Flamboyant Baronesses liven up investment trust debate

  The investment companies that make up such a large part of our FTSE 250 are in a mini-crisis. Many are sub-scale and depend on rather stale valuations of their assets. Investors have lost confidence in these valuations and are … Continue reading

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Value for money from the tax we pay on pensions

  UK pensions tax relief hits ‘eye-watering’ £51.3bn in 2022/23 The cost of UK pensions tax relief has continued to climb, according to data from HMRC, with income tax relief on pension contributions in 2022/23 reaching £25.4bn, marking a £5.5bn … Continue reading

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Cost disclosure for investment trusts – Treasury takes charge

Following Ros Altmann and Sharon Bowles assault on the misinterpretation of EU regulation over investment trust cost disclosure, I understand that the matter was also discussed in the House of Commons , drawing this comment on linked in.   Investment … Continue reading

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