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Savings and Investments thread

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  • £150 for me this month.
  • Who knows how long anyone will live and you could end up needing to pay for life in a care home (if you’re lucky enough to be able to afford it ) for who knows how many years .
    You don’t wanna be double taxed on IHT give your dough to kids and ask them to pay off care home bills
    they have a gambling/drink/drug/partner is a Cnut and divorces problem and it’s all frittered away quickly 
    what’s the point 
    graft for years and pay your taxes and the benefit of which you’d want your kids (if sane) to see but no got to pay for more mistakes made elsewhere by useless fuckwits 
  • edited November 2024
    Wife £150 on £30k
    Me nothing on £35k

    I can't wait until a new tax year to move £40k of that into ISAs, even though £150×12 = £1,800, which on £65k joint holding is just shy of 3% tax free so actually not bad. 

    It's the hope that kills you though!
  • £900 over 5xmax
  • Who knows how long anyone will live and you could end up needing to pay for life in a care home (if you’re lucky enough to be able to afford it ) for who knows how many years .
    You don’t wanna be double taxed on IHT give your dough to kids and ask them to pay off care home bills
    they have a gambling/drink/drug/partner is a Cnut and divorces problem and it’s all frittered away quickly 
    what’s the point 
    graft for years and pay your taxes and the benefit of which you’d want your kids (if sane) to see but no got to pay for more mistakes made elsewhere by useless fuckwits 
    Don't forget some of these people don't even know they are in a care home paying £60000 a year.
  • edited November 2024
    Paying to be in a care home, is a whole, another situation, do people plan to save for this years in advance?

    Im hearing crazy numbers,  Like 6-8k a month, and that’s before inflation kicks in, how on earth is that affordable to give someone the decent care they deserve, at end of life, especially if they haven’t got a decent pension.
  • Wouldn't it be cheaper to employ a live in carer? Depends on individual needs I suppose.
  • Me - £100 (full) 
    er indoors- £100 (45k) 
  • I got £75 on max. 

    Total of £2000 for 2024, so overall likely to end up for the calendar year on about 4% return which is better than savings with no tax due. That said, it’s pretty uninspiring !
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  • £100 on half holding. Waiting for a big win next month to bring me to a palatable return
  • edited November 2024
    £275 for me, £75 for Mrs M - both max holdings.
    I work it on Tax Year and so far for 24/25 it's an annual equivalent of 4.25% - acceptable tax-free.

  • £525 on max my biggest return 
  • £75 on max
  • £150 on max. I’ve won just over 2.5% this year and had the fun of daydreaming about what I’d spend the “big one” on. Other than pb’s I don’t gamble (which probably would cost me money) so I’m ok about my pb flutter and the returns.
  • Nothing again
  • 1 x £100 and 1 x £50 on max holding.
  • £50 on £45k holding. Been a pretty poor return this year and I doubt December will save it. 
  • edited November 2024
    £250 for me (3x£50 1x100) on £26k, £125 (1x£25 1x£100) for Mrs R7L on max, zero for daughter.

    Return since Jan (so one month to go):

    Me 4%
    Mrs 3.35%
    Daughter..........22.7%! 

    Father in law £125.
  • red10 said:
    Wouldn't it be cheaper to employ a live in carer? Depends on individual needs I suppose.
    No, not if they are there 24/7.
    Well it wasn’t 5 years ago when I investigated re ma in law.

    Plus that person simply can’t be there 24/7 forever.
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  • 1x £25 1x£50 = £75 from max
  • Zilch for me, Mrs and son on pbs  :'( Certainly has been a poor return in recent months. 
  • I have a (nearly matured) ISA with Close Brothers and have heard that they're in trouble with the courts re car finance and hidden commissions. 

    I think I'll move it out on the date in case the company crashes and burns  :/  
  • £75 off max. 6.3% for the year.
  • I have a (nearly matured) ISA with Close Brothers and have heard that they're in trouble with the courts re car finance and hidden commissions. 

    I think I'll move it out on the date in case the company crashes and burns  :/  
    Lloyds bank had the same issue with car loans. Close are too big to be in serious trouble plus up to £85k of savings are protected.
  • £250 me and £175 wife both on max
  • @WishIdStayedinthePub

    Just regarding moving abroad to avoid IHT. I don't know whether you've looked at the tax implications carefully yet; just in case you haven't, here's a heads-up. There is a distinction between tax non-residence and "domicile". HMRC seek to levy IHT on the basis of domicile, and the problem is that there is no written definition of it. Basically if HMRC can find evidence that you still have "ties" to the UK they will come after your estate. There are cases where they did that purely on the basis that the deceased expressed the wish in their will to be buried in the U.K. I got all this from the British lawyer who did my will, he specialises in "expat" situations. 

    I'm working on this myself right now. I managed to get HMRC to agree that I no longer need to fill in an annual self-assessment form, but that's not the end of it. I need to get rid of bank accounts and platforms for which you are supposed to be UK resident. That means among other things shifting away from H-L to a platform which doesn't require a UK residential address or bank account.

    If this is news to you, it will be worth you talking to a trusted tax accountant or will specialist lawyer.
  • £150 for me, £0 for Margaret; both on max holding. A disappointing but oddly predictable return after a couple of good months. 
  • Nowt for me £50 for 'Er Indoors. Both c 50% or so holding.
  • £50 on full holding 
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