Don't hold back

Article Abstract:

Investors can benefit from being proactive in that such an approach can help them to reclaim tax. Advice is provided for investors in a British context, on the importance of contact with investment managers.

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Reinvesting matured Tessas

Article Abstract:

The reinvestment of funds from Tessas, savings vehicles with tax advantages, is examined in detail. Investors can use Tessa-only individual savings accounts (Toisas) for such reinvestments.

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Making all the rights moves

Article Abstract:

Issues related to British tax regulations and personal equity plans are examined in detail.

Taxation

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