Suppose you want to make a gift for the benefit of your children but still need income or other use of the assets. HMRC will usually attack such arrangements under the “retention of benefit” rules. In particular, you should not give your home to your children if you intend to […]
trusts
Seven investment trusts to include in your Fantasy Fund portfolio
Investment trusts may seem like an unexciting option for stock pickers looking for quick returns but they could make or break your portfolio when playing Telegraph Fantasy Fund Manager. With just three months to make the highest return and win the £20,000 top prize, picking a handful of high-risk, potentially high […]
can ‘dividend hero’ trusts maintain their records as Covid lays waste to income?
Will 2020 be the year that the so-called “dividend hero” trusts finally fall to earth? These are the quoted funds that have increased their dividends annually for at least the past 20 years. Some have managed to raise the payment every year for more than half a century. We can be sure […]
Takashimaya to sell investment trusts with SBI
TOKYO — Japanese department store operator Takashimaya will partner with SBI Securities to sell financial products starting this spring, Nikkei has learned. Takashimaya will register as a financial instruments service provider and sell SBI products. The department store operator hopes to tap into its wealthy — but aging — customer […]