Latest articles from Steve Charlton

Top tax tips for efficient scheme equity investing

Charlton, Steven (Teaser)

UK pension schemes face several challenges when looking to gain exposure to overseas equities.

Among them is the need to ensure withholding taxes does not erode the benefits of their tax-advantaged status.

But not all fund structures allow schemes to profit from this status – and some of the structures that do can introduce other risks to a portfolio. 

Click here to read full blog post

 

How to avoid the tax pitfalls of collective investing

Collective investment vehicles offer many benefits, says Steve Charlton, but pension funds need to fully understand what they are buying into.