Oeics/Taxation Of Open Ended Investment Companies (UK)/Oeic Taxation

Below is a selection of our most recent updates on this subject.

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Capital Gains Tax And Partial Realisations

The way in which CGT is calculated means that regular partial encashments tend to produce minimal gains for some years
Tuesday, November 11, 2008

130/30 Funds

The line between ordinary collective funds and hedge funds is becoming ever more blurred.
Friday, July 06, 2007

The Taxation Of Unit Trust And Oeics

A summary of the three types of units in a unit trust or shares in an OEIC: 1) Income units/shares 2 ) Income reinvestment units/shares 3) Accumulation units/shares. The income tax and capital gains tax consequences of each with reference to: a) Dividends b) Equalisation c) Capital gains d) Taper relief, all set out in an easy to read table.
Tuesday, January 30, 2007

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