Guide to Year End Tax Planning

For key tax and financial planning tips before the tax year end on 5th April, read our guide by clicking here. Income tax Transfer of income-producing assets Pension contriubutions (including for spouses and children) ISAs Capital gains tax Investments Dividend tax Remuneration strategies Gifting Residence nil rate band Overpayment and capital loss claims Landlords PAYE […]

Investment Commentary Q2 & Q3 2018

The latest 4 Shires investment commentary is now available! Click here to view the investment commentary online. The topics in this commentary include: US bond market and global valuations Trade War – will Trump settle with China? Vietnam update Bolsonaro and Brazil Venezuela, Maduro and oil Italy and immigration The Italian budget The UK budget […]

Stock Focus: Shire plc

We purchased Shire plc at circa £37 per share when rumours broke that Japanese drugmaker Takeda Pharmaceutical Co was interested in taking over the company. On 25th April, Takeda and Shire directors finally agreed on a deal that they were both happy to recommend to Shareholders. The purchase price is in flux, as there are […]