Capital Gearing Share Discussion Threads

[lozzer69] 05/6/2023 12:44

CGT down 2.3 percent today. Other so called wealth preservation trusts RICA down .9 and PNL up .1 and BHMG down 1.7 It seems most of their bets are currently misplaced which is concerning me as I hold all of them.

[sleveen1] 01/6/2023 11:53

david77

I hope you are well, just noticed your CGT calculator website is down.

Will it be available soon?

Thanks.

[topvest] 26/5/2023 19:00

This year's annual report has dropped the full portfolio breakdown which is a bit of a disappointment as I like to see what investment companies they are holding. Does anyone know if they publish a full portfolio valuation?

[sleveen1] 22/5/2023 07:44

Hi david77, are you updating your website, it's been down for a few days.

[spoole5] 24/4/2023 16:45

Awful performance this year

[muzerewa] 15/12/2022 10:20

worth listening to interview with fund managerhttps://money-makers.co/2022/12/10/money-makers-podcast-10-dec-2022/

[orinocor] 17/11/2022 14:54

Autumn Statement Nov 17 2022
Dividend and capital gains tax allowances cut

The chancellor has cut the dividend allowance as part of his Autumn Statement.

Speaking to the House of Commons this morning (November 17), Jeremy Hunt said the allowance will be cut from £2,000 to £1,000 in April next year, and then reduced down to £500 from April 2024.

It has been previously predicted that this could raise £455mn for Treasury coffers.

The annual exemption amount for capital gains tax will also change, dropping from £12,300 to £6,000 from April 2023.

It will then drop to £3,000 from April 2024.

[alan pt] 25/10/2022 18:16

I think most of the HL data is Digital Look, AJ Bell is mostly Morningstar. I guess they take some previous data and apply an algorithm

It's usually about right, but I've seen estimated NAV for some of the REITs be wildly wrong on occasion, so I always work it out myself if it's important to me

[apollocreed1] 04/10/2022 10:16

Does anybody know where the "estimated NAV" values that are shown on Hargreaves Lansdown and AJ Bell come from? They don't match up with the daily issued NAVs.

[topvest] 13/7/2022 20:00

Well he deserved it.

[peckers56] 12/7/2022 14:36

Today's AGM was really nothing more than a "self-congratulatory" 50-minute thank you to Peter Spiller for being IM for 40 years. Which is why the AGM was held at JPMorgan's Embankment location, where wine, sandwiches, crisps, soft drinks, fruit salad, etc were served. (It's normally held in a "lawyers" office, with nothing served). During the informal chats afterward, Paul Yates (Director) implied the next AGM was likely to go back to the norm.

[igoe104] 22/4/2022 12:16

I suppose the best thing to do is write down the amount of dividends youve earned and send it to the tax office. Without filling out a self assessment..

[igoe104] 22/4/2022 06:07

I think I'd rather fill in self assessment than spend hours trying to get through to them on a phone...

[zangdook] 22/4/2022 00:33

it also says

Pay tax on up to £10,000 in dividends
Tell HMRC by:

-contacting the helpline
-asking HMRC to change your tax code - the tax will be taken from your wages or pension
-putting it in your Self Assessment tax return, if you already fill one in

So if you're between 2k and 10k you can just ring them up and confess

[igoe104] 21/4/2022 14:54

Definitely a strange one, its says dividend allowance 2k but further down the link its says you need to fill a self assessment out in you earn more than 10k in dividends. 🤷 so anything below 10k in dividends no self assessment required...

[ammons] 21/4/2022 14:14

This is what I recalled seeing, probably the same as you.



The dividend allowance is £2000 a year so how do you pay the required amount of dividend tax when your dividend income is over that if you do not fill out a form or make some sort of declaration in order to pay the correct amount of tax?

I am confused.

Shame Gengulphus is no longer with us.

I, like you, am recently retired and am moving all my investments into safer, boring divi payers. I expect to face this same question from April next year onward.

[igoe104] 21/4/2022 13:31

I've just gone on the tax website and it says you need to earn 10k or over in dividends to fill in a self assessment form ?

[igoe104] 21/4/2022 13:17

Thats strange as I filled out a self assessment because my dividends out of a isa was £2600. So I don't know why they have said in future i don't need to fill out a self assessment form ...

[ammons] 21/4/2022 12:57

I think the dividend allowance outside an ISA is £2000?

[igoe104] 21/4/2022 12:53

Hi, whats the amount of dividends I receive in a tax year for me to fill out a tax self assessment form ? I'm recently retired.

Just got a letter from the tax office saying I don't need to fill out a form, but I can't find out the amount when I do need to fill a form in ?

I'll appreciate any help in this matter?

[apollocreed1] 24/2/2022 18:51

Does anyone know why PNL and RICA were down today, while CGT was up? I think they have similar downside protection of bonds and a little gold. RICA also has options to insure against crashes. So how come CGT did better?

[panshanger1] 24/2/2022 13:03

Still feel the same

[brancho] 17/2/2022 16:16

Used to post years ago and remember G. Timely that my return has coinsided with this. Great guy. Incredible mine of info. RIP G.

[brancho] 17/2/2022 16:15

Hi new to board has anyone got a spreadsheet templaate to report share sales where this is required for example when you go over your allowance in your tax return? Thanks in advance. Nick

[steve73] 30/1/2022 04:51

Very sad news..

The some of the comments on "muchloved" link refer to gengulphus on the motley & lemon fool platforms.