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Savings and Investments thread

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  • IdleHans said:
    Nothing again, nothing again
    Nothing again ole ole
  • bobmunro said:g
    Bugger all for me, £125 for the missus - 2x max holdings
    @PragueAddick had yours this month 😂
  • Seems like Rachel from Accounts is taking the PB prizes to shore up the country 😃
  • Seems like Rachel from Accounts is taking the PB prizes to shore up the country 😃
    If she knows what country she's in.
  • £125 for me, £275 for my wife,  oth on 30k holding.
  • edited August 2
    £575 for me nowt for ‘Er indoors on 50% approx holdings.

    Couldn’t believe mine
  • £50 me and £200 wife both on max.
  • Nothing this month on 9k
  • So final entries re in, as we stood at close of play on the 1st August, good luck everyone:

    FTSE100 Level9,068.58  
    NameLevelVariance% Variance
    BalladMan905810.580.12%
    Jon_CAFC_908819.420.21%
    golfaddick910132.420.36%
    WishIdStayedInThe Pub910132.420.36%
    wwaddick910435.420.39%
    Huskaris902543.580.48%
    fat man on a moped911647.420.52%
    Solidgone902147.580.52%
    thecat913667.420.74%
    Rob7Lee900068.580.76%
    Bangkokaddick899870.580.78%
    guinnessaddick915283.420.92%
    valleynick66916596.421.06%
    RalphMilne916899.421.10%
    Addickinedi9176107.421.18%
    Jamescafc9200131.421.45%
    Carter9212143.421.58%
    Pedro458925143.581.58%
    Covered End9220151.421.67%
    CharltonKerry9234165.421.82%
    TheGhostofTomHovi9236167.421.85%
    blackpool729245176.421.95%
    LargeAddick8884184.582.04%
    Housty9254185.422.04%
    Redman8876192.582.12%
    Hornchurch9275206.422.28%
    meldrew669301232.422.56%
    holyjo8810258.582.85%
    WHAddick9335266.422.94%
    StrikerFirmani9365296.423.27%
    cafcpolo9395326.423.60%
    Diebythesword9400331.423.65%
    PragueAddick8725343.583.79%
    Addick Addict9424355.423.92%
    IdleHans9434365.424.03%
    @TelMc329450381.424.21%
    CAFCWest8621447.584.94%
    Arsenetatters9525456.425.03%
    Fortune 82nd Minute8571497.585.49%
    HardyAddick8548520.585.74%
    Friend or Defoe9657588.426.49%
    bobmunro8452616.586.80%
    Jints9750681.427.51%
    Thread Killer9761692.427.64%
    Lenglover8301767.588.46%
    Siv_In_Norfolk74001668.5818.40%
    Er_Be_Ab_Pl_Wo_Wo_Ch 65002568.5828.32%
  • Ooooh, getting a nose bleed that far up the table.
  • Sponsored links:


  • £200 on max for me 
  • Anyone got an update on all those millionaires selling up? I ask because the FT, having a clear case of buyer's remorse for swallowing that rumour, now has a corker of an article which is currently the most read on the site. It is by Neal Hudson, who is " a housing market analyst and founder of the consultancy BuiltPlace". It is far too long to cut and paste and the FT hates it when subscribers do that, so I've got Claude to do an executive summary. But it's full of highly inconvenient facts and I highly recommend the full article if you can get hold of it.  

    Executive Summary: London's Luxury Property Market Crisis

    Bottom Line: London's high-end property market has been fundamentally broken for over a decade due to punitive taxation and poor economics, not recent non-dom rule changes. Despite prices being at decade lows, luxury homes remain economically irrational purchases.

    Key Points:

    Current Market Decline: Prime central London prices fell 3.7% in Q2 2025, with sales of £5m+ homes down 15% year-on-year. While blamed on wealthy non-doms fleeing new inheritance tax rules, this masks deeper structural issues.

    Economic Reality Check: Using a £20m Mayfair mansion example:

    • Crushing stamp duty: £2.3m for UK buyers, £3.7m for overseas buyers
    • Terrible yields: Just 2.9% gross rental return vs. government bonds
    • Capital destruction: Central London luxury homes down 22.4% nominally (-45% real terms) since 2014 peak
    • Market dysfunction: Properties sit empty for months; the example mansion has been available to rent for a year

    The Real Culprit - 2014 Stamp Duty Reform: The "killer blow" wasn't recent non-dom changes but stamp duty restructuring a decade ago. Moving from flat-rate to tiered system increased duty from 7% to 10.3% on £10m homes. Subsequent hits included additional duty on second homes (2016), Brexit uncertainty, and economic malaise.

    Supply Glut Emerging: Properties for sale (£5m+) have surged 68% over three years vs. 26% for broader central London market, suggesting more downward pressure ahead.

    Limited Appeal Remains: Trophy status, safe haven qualities, and cheap debt access via property-backed loans provide some attraction, but can't overcome the fundamentally broken economics.

    Market Significance: Though only 0.1% of transactions, £5m+ homes represent 4.2% of transaction value and 11.3% of stamp duty revenue.

    Conclusion: Even at decade-low prices with limited growth prospects and high interest rates, most buyers still consider London luxury properties overpriced. The author notes ironically that his favorite Mayfair pub was converted to a mansion in 2009 - given subsequent house price performance, "maybe they should have kept it as a pub."

    The piece argues London's luxury market faces structural problems making it economically irrational regardless of political changes.

    Whilst not selling up as such: Thousands of company directors leave UK after Labour’s tax changes

    From last year’s October Budget until last month, 3,790 company directors reported leaving the UK, compared with 2,712 in the same period a year earlier, according to an analysis of Companies House filings by the Financial Times.

    The analysis identified business figures whose departure from Britain was not previously known, including Mark Makepeace, founder of market index provider FTSE Russell, Bart Becht, former boss of Reckitt Benckiser, and Riccardo Silva, an investor in AC Milan and owner of Miami Football Club. Eddie Hearn, the prominent Essex boxing promoter, has also changed his residence to Monaco, along with John Reece, the finance director of Britain’s largest private company Ineos, the FT found.
  • Rob7Lee said:
    Anyone got an update on all those millionaires selling up? I ask because the FT, having a clear case of buyer's remorse for swallowing that rumour, now has a corker of an article which is currently the most read on the site. It is by Neal Hudson, who is " a housing market analyst and founder of the consultancy BuiltPlace". It is far too long to cut and paste and the FT hates it when subscribers do that, so I've got Claude to do an executive summary. But it's full of highly inconvenient facts and I highly recommend the full article if you can get hold of it.  

    Executive Summary: London's Luxury Property Market Crisis

    Bottom Line: London's high-end property market has been fundamentally broken for over a decade due to punitive taxation and poor economics, not recent non-dom rule changes. Despite prices being at decade lows, luxury homes remain economically irrational purchases.

    Key Points:

    Current Market Decline: Prime central London prices fell 3.7% in Q2 2025, with sales of £5m+ homes down 15% year-on-year. While blamed on wealthy non-doms fleeing new inheritance tax rules, this masks deeper structural issues.

    Economic Reality Check: Using a £20m Mayfair mansion example:

    • Crushing stamp duty: £2.3m for UK buyers, £3.7m for overseas buyers
    • Terrible yields: Just 2.9% gross rental return vs. government bonds
    • Capital destruction: Central London luxury homes down 22.4% nominally (-45% real terms) since 2014 peak
    • Market dysfunction: Properties sit empty for months; the example mansion has been available to rent for a year

    The Real Culprit - 2014 Stamp Duty Reform: The "killer blow" wasn't recent non-dom changes but stamp duty restructuring a decade ago. Moving from flat-rate to tiered system increased duty from 7% to 10.3% on £10m homes. Subsequent hits included additional duty on second homes (2016), Brexit uncertainty, and economic malaise.

    Supply Glut Emerging: Properties for sale (£5m+) have surged 68% over three years vs. 26% for broader central London market, suggesting more downward pressure ahead.

    Limited Appeal Remains: Trophy status, safe haven qualities, and cheap debt access via property-backed loans provide some attraction, but can't overcome the fundamentally broken economics.

    Market Significance: Though only 0.1% of transactions, £5m+ homes represent 4.2% of transaction value and 11.3% of stamp duty revenue.

    Conclusion: Even at decade-low prices with limited growth prospects and high interest rates, most buyers still consider London luxury properties overpriced. The author notes ironically that his favorite Mayfair pub was converted to a mansion in 2009 - given subsequent house price performance, "maybe they should have kept it as a pub."

    The piece argues London's luxury market faces structural problems making it economically irrational regardless of political changes.

    Whilst not selling up as such: Thousands of company directors leave UK after Labour’s tax changes

    From last year’s October Budget until last month, 3,790 company directors reported leaving the UK, compared with 2,712 in the same period a year earlier, according to an analysis of Companies House filings by the Financial Times.

    The analysis identified business figures whose departure from Britain was not previously known, including Mark Makepeace, founder of market index provider FTSE Russell, Bart Becht, former boss of Reckitt Benckiser, and Riccardo Silva, an investor in AC Milan and owner of Miami Football Club. Eddie Hearn, the prominent Essex boxing promoter, has also changed his residence to Monaco, along with John Reece, the finance director of Britain’s largest private company Ineos, the FT found.
    Jolly good. Based on the above analysis, here's a little competition.

    The following people can all  be characterised in two ways, both by words beginning with "c". Can you name the second way? 

    Chris Farnell, Matt Southall, Paul Elliott, Laurence Bassini, Jacco van Seventer, Jon Hirst, Craig Freeman.


  • Rob7Lee said:
    Anyone got an update on all those millionaires selling up? I ask because the FT, having a clear case of buyer's remorse for swallowing that rumour, now has a corker of an article which is currently the most read on the site. It is by Neal Hudson, who is " a housing market analyst and founder of the consultancy BuiltPlace". It is far too long to cut and paste and the FT hates it when subscribers do that, so I've got Claude to do an executive summary. But it's full of highly inconvenient facts and I highly recommend the full article if you can get hold of it.  

    Executive Summary: London's Luxury Property Market Crisis

    Bottom Line: London's high-end property market has been fundamentally broken for over a decade due to punitive taxation and poor economics, not recent non-dom rule changes. Despite prices being at decade lows, luxury homes remain economically irrational purchases.

    Key Points:

    Current Market Decline: Prime central London prices fell 3.7% in Q2 2025, with sales of £5m+ homes down 15% year-on-year. While blamed on wealthy non-doms fleeing new inheritance tax rules, this masks deeper structural issues.

    Economic Reality Check: Using a £20m Mayfair mansion example:

    • Crushing stamp duty: £2.3m for UK buyers, £3.7m for overseas buyers
    • Terrible yields: Just 2.9% gross rental return vs. government bonds
    • Capital destruction: Central London luxury homes down 22.4% nominally (-45% real terms) since 2014 peak
    • Market dysfunction: Properties sit empty for months; the example mansion has been available to rent for a year

    The Real Culprit - 2014 Stamp Duty Reform: The "killer blow" wasn't recent non-dom changes but stamp duty restructuring a decade ago. Moving from flat-rate to tiered system increased duty from 7% to 10.3% on £10m homes. Subsequent hits included additional duty on second homes (2016), Brexit uncertainty, and economic malaise.

    Supply Glut Emerging: Properties for sale (£5m+) have surged 68% over three years vs. 26% for broader central London market, suggesting more downward pressure ahead.

    Limited Appeal Remains: Trophy status, safe haven qualities, and cheap debt access via property-backed loans provide some attraction, but can't overcome the fundamentally broken economics.

    Market Significance: Though only 0.1% of transactions, £5m+ homes represent 4.2% of transaction value and 11.3% of stamp duty revenue.

    Conclusion: Even at decade-low prices with limited growth prospects and high interest rates, most buyers still consider London luxury properties overpriced. The author notes ironically that his favorite Mayfair pub was converted to a mansion in 2009 - given subsequent house price performance, "maybe they should have kept it as a pub."

    The piece argues London's luxury market faces structural problems making it economically irrational regardless of political changes.

    Whilst not selling up as such: Thousands of company directors leave UK after Labour’s tax changes

    From last year’s October Budget until last month, 3,790 company directors reported leaving the UK, compared with 2,712 in the same period a year earlier, according to an analysis of Companies House filings by the Financial Times.

    The analysis identified business figures whose departure from Britain was not previously known, including Mark Makepeace, founder of market index provider FTSE Russell, Bart Becht, former boss of Reckitt Benckiser, and Riccardo Silva, an investor in AC Milan and owner of Miami Football Club. Eddie Hearn, the prominent Essex boxing promoter, has also changed his residence to Monaco, along with John Reece, the finance director of Britain’s largest private company Ineos, the FT found.
    Jolly good. Based on the above analysis, here's a little competition.

    The following people can all  be characterised in two ways, both by words beginning with "c". Can you name the second way? 

    Chris Farnell, Matt Southall, Paul Elliott, Laurence Bassini, Jacco van Seventer, Jon Hirst, Craig Freeman.


    That may be true, but we’re talking about money out of the country I thought not how good or bad a person they are!!
  • Rob7Lee said:
    Anyone got an update on all those millionaires selling up? I ask because the FT, having a clear case of buyer's remorse for swallowing that rumour, now has a corker of an article which is currently the most read on the site. It is by Neal Hudson, who is " a housing market analyst and founder of the consultancy BuiltPlace". It is far too long to cut and paste and the FT hates it when subscribers do that, so I've got Claude to do an executive summary. But it's full of highly inconvenient facts and I highly recommend the full article if you can get hold of it.  

    Executive Summary: London's Luxury Property Market Crisis

    Bottom Line: London's high-end property market has been fundamentally broken for over a decade due to punitive taxation and poor economics, not recent non-dom rule changes. Despite prices being at decade lows, luxury homes remain economically irrational purchases.

    Key Points:

    Current Market Decline: Prime central London prices fell 3.7% in Q2 2025, with sales of £5m+ homes down 15% year-on-year. While blamed on wealthy non-doms fleeing new inheritance tax rules, this masks deeper structural issues.

    Economic Reality Check: Using a £20m Mayfair mansion example:

    • Crushing stamp duty: £2.3m for UK buyers, £3.7m for overseas buyers
    • Terrible yields: Just 2.9% gross rental return vs. government bonds
    • Capital destruction: Central London luxury homes down 22.4% nominally (-45% real terms) since 2014 peak
    • Market dysfunction: Properties sit empty for months; the example mansion has been available to rent for a year

    The Real Culprit - 2014 Stamp Duty Reform: The "killer blow" wasn't recent non-dom changes but stamp duty restructuring a decade ago. Moving from flat-rate to tiered system increased duty from 7% to 10.3% on £10m homes. Subsequent hits included additional duty on second homes (2016), Brexit uncertainty, and economic malaise.

    Supply Glut Emerging: Properties for sale (£5m+) have surged 68% over three years vs. 26% for broader central London market, suggesting more downward pressure ahead.

    Limited Appeal Remains: Trophy status, safe haven qualities, and cheap debt access via property-backed loans provide some attraction, but can't overcome the fundamentally broken economics.

    Market Significance: Though only 0.1% of transactions, £5m+ homes represent 4.2% of transaction value and 11.3% of stamp duty revenue.

    Conclusion: Even at decade-low prices with limited growth prospects and high interest rates, most buyers still consider London luxury properties overpriced. The author notes ironically that his favorite Mayfair pub was converted to a mansion in 2009 - given subsequent house price performance, "maybe they should have kept it as a pub."

    The piece argues London's luxury market faces structural problems making it economically irrational regardless of political changes.

    Whilst not selling up as such: Thousands of company directors leave UK after Labour’s tax changes

    From last year’s October Budget until last month, 3,790 company directors reported leaving the UK, compared with 2,712 in the same period a year earlier, according to an analysis of Companies House filings by the Financial Times.

    The analysis identified business figures whose departure from Britain was not previously known, including Mark Makepeace, founder of market index provider FTSE Russell, Bart Becht, former boss of Reckitt Benckiser, and Riccardo Silva, an investor in AC Milan and owner of Miami Football Club. Eddie Hearn, the prominent Essex boxing promoter, has also changed his residence to Monaco, along with John Reece, the finance director of Britain’s largest private company Ineos, the FT found.
    Jolly good. Based on the above analysis, here's a little competition.

    The following people can all  be characterised in two ways, both by words beginning with "c". Can you name the second way? 

    Chris Farnell, Matt Southall, Paul Elliott, Laurence Bassini, Jacco van Seventer, Jon Hirst, Craig Freeman.


    "They're not leaving, and if they are, good we don't want them anyway"
  • edited August 7
    These secondary tariffs for countries like India are going to be interesting. 

    It's something that is a great idea in order to up the pressure on Russia as they are targeting the places who are still buying Russian energy, but it begs the question, why hasn't it been done already?

    I enjoyed the article below from the BBC. It does make me think that a lot of countries talk a good game on punishing Russia, but often they don't go all the way, and I'm not talking about weapons, I think I understand that, I'm talking about economics.

    https://www.bbc.co.uk/news/articles/cwyp7lgyy4ro

    Would really appreciate if that doesn't turn into a "who can say the meanest thing about Trump" competition, this thread should be above that :-)
  • Rob7Lee said:
    Rob7Lee said:
    Anyone got an update on all those millionaires selling up? I ask because the FT, having a clear case of buyer's remorse for swallowing that rumour, now has a corker of an article which is currently the most read on the site. It is by Neal Hudson, who is " a housing market analyst and founder of the consultancy BuiltPlace". It is far too long to cut and paste and the FT hates it when subscribers do that, so I've got Claude to do an executive summary. But it's full of highly inconvenient facts and I highly recommend the full article if you can get hold of it.  

    Executive Summary: London's Luxury Property Market Crisis

    Bottom Line: London's high-end property market has been fundamentally broken for over a decade due to punitive taxation and poor economics, not recent non-dom rule changes. Despite prices being at decade lows, luxury homes remain economically irrational purchases.

    Key Points:

    Current Market Decline: Prime central London prices fell 3.7% in Q2 2025, with sales of £5m+ homes down 15% year-on-year. While blamed on wealthy non-doms fleeing new inheritance tax rules, this masks deeper structural issues.

    Economic Reality Check: Using a £20m Mayfair mansion example:

    • Crushing stamp duty: £2.3m for UK buyers, £3.7m for overseas buyers
    • Terrible yields: Just 2.9% gross rental return vs. government bonds
    • Capital destruction: Central London luxury homes down 22.4% nominally (-45% real terms) since 2014 peak
    • Market dysfunction: Properties sit empty for months; the example mansion has been available to rent for a year

    The Real Culprit - 2014 Stamp Duty Reform: The "killer blow" wasn't recent non-dom changes but stamp duty restructuring a decade ago. Moving from flat-rate to tiered system increased duty from 7% to 10.3% on £10m homes. Subsequent hits included additional duty on second homes (2016), Brexit uncertainty, and economic malaise.

    Supply Glut Emerging: Properties for sale (£5m+) have surged 68% over three years vs. 26% for broader central London market, suggesting more downward pressure ahead.

    Limited Appeal Remains: Trophy status, safe haven qualities, and cheap debt access via property-backed loans provide some attraction, but can't overcome the fundamentally broken economics.

    Market Significance: Though only 0.1% of transactions, £5m+ homes represent 4.2% of transaction value and 11.3% of stamp duty revenue.

    Conclusion: Even at decade-low prices with limited growth prospects and high interest rates, most buyers still consider London luxury properties overpriced. The author notes ironically that his favorite Mayfair pub was converted to a mansion in 2009 - given subsequent house price performance, "maybe they should have kept it as a pub."

    The piece argues London's luxury market faces structural problems making it economically irrational regardless of political changes.

    Whilst not selling up as such: Thousands of company directors leave UK after Labour’s tax changes

    From last year’s October Budget until last month, 3,790 company directors reported leaving the UK, compared with 2,712 in the same period a year earlier, according to an analysis of Companies House filings by the Financial Times.

    The analysis identified business figures whose departure from Britain was not previously known, including Mark Makepeace, founder of market index provider FTSE Russell, Bart Becht, former boss of Reckitt Benckiser, and Riccardo Silva, an investor in AC Milan and owner of Miami Football Club. Eddie Hearn, the prominent Essex boxing promoter, has also changed his residence to Monaco, along with John Reece, the finance director of Britain’s largest private company Ineos, the FT found.
    Jolly good. Based on the above analysis, here's a little competition.

    The following people can all  be characterised in two ways, both by words beginning with "c". Can you name the second way? 

    Chris Farnell, Matt Southall, Paul Elliott, Laurence Bassini, Jacco van Seventer, Jon Hirst, Craig Freeman.


    That may be true, but we’re talking about money out of the country I thought not how good or bad a person they are!!
    Nope. My point is that the data used to show "money out of the country" is far from making a conclusive case, just as the "data" presented by estate agents and consultants to wealthy people turned out to be full of holes. 

    There is no doubt that "some" rich people will make changes that shift money out of the hands of HMRC. However, the case has not been made that the amount of money to be lost justifies the hysterical criticism of the government's move. In this case:

    - people read the moniker "company director" and automatically have an image of the person involved. Big cheese, employer, "wealth creator". My point is that all kinds of lowlife, who already pay little or no money to the government and taxes are "company directors". Jesus, you could have put me on  that list of mine up until a couple of years ago - as a certain tax-savvy Lifer liked to remind me🤣

    - it's a big deal uprooting your family and leaving your home country. Is paying more tax such a compelling reason to do it? Or does the risk of having your face re-arranged play a role in the decision? Ask that well-known "wealth generating company director", Matt Southall. 

    - in the FT list   "John Reece, the finance director of Britain’s largest private company Ineos" Ah yes, Ineos, led by "Monaco Jim" Ratcliffe, tax avoider extra-ordinaire. Did Mr Reece therefore make his move because of the recent change or was he just taking a lead from his boss?  We don't know. 


  • Rob7Lee said:
    Rob7Lee said:
    Anyone got an update on all those millionaires selling up? I ask because the FT, having a clear case of buyer's remorse for swallowing that rumour, now has a corker of an article which is currently the most read on the site. It is by Neal Hudson, who is " a housing market analyst and founder of the consultancy BuiltPlace". It is far too long to cut and paste and the FT hates it when subscribers do that, so I've got Claude to do an executive summary. But it's full of highly inconvenient facts and I highly recommend the full article if you can get hold of it.  

    Executive Summary: London's Luxury Property Market Crisis

    Bottom Line: London's high-end property market has been fundamentally broken for over a decade due to punitive taxation and poor economics, not recent non-dom rule changes. Despite prices being at decade lows, luxury homes remain economically irrational purchases.

    Key Points:

    Current Market Decline: Prime central London prices fell 3.7% in Q2 2025, with sales of £5m+ homes down 15% year-on-year. While blamed on wealthy non-doms fleeing new inheritance tax rules, this masks deeper structural issues.

    Economic Reality Check: Using a £20m Mayfair mansion example:

    • Crushing stamp duty: £2.3m for UK buyers, £3.7m for overseas buyers
    • Terrible yields: Just 2.9% gross rental return vs. government bonds
    • Capital destruction: Central London luxury homes down 22.4% nominally (-45% real terms) since 2014 peak
    • Market dysfunction: Properties sit empty for months; the example mansion has been available to rent for a year

    The Real Culprit - 2014 Stamp Duty Reform: The "killer blow" wasn't recent non-dom changes but stamp duty restructuring a decade ago. Moving from flat-rate to tiered system increased duty from 7% to 10.3% on £10m homes. Subsequent hits included additional duty on second homes (2016), Brexit uncertainty, and economic malaise.

    Supply Glut Emerging: Properties for sale (£5m+) have surged 68% over three years vs. 26% for broader central London market, suggesting more downward pressure ahead.

    Limited Appeal Remains: Trophy status, safe haven qualities, and cheap debt access via property-backed loans provide some attraction, but can't overcome the fundamentally broken economics.

    Market Significance: Though only 0.1% of transactions, £5m+ homes represent 4.2% of transaction value and 11.3% of stamp duty revenue.

    Conclusion: Even at decade-low prices with limited growth prospects and high interest rates, most buyers still consider London luxury properties overpriced. The author notes ironically that his favorite Mayfair pub was converted to a mansion in 2009 - given subsequent house price performance, "maybe they should have kept it as a pub."

    The piece argues London's luxury market faces structural problems making it economically irrational regardless of political changes.

    Whilst not selling up as such: Thousands of company directors leave UK after Labour’s tax changes

    From last year’s October Budget until last month, 3,790 company directors reported leaving the UK, compared with 2,712 in the same period a year earlier, according to an analysis of Companies House filings by the Financial Times.

    The analysis identified business figures whose departure from Britain was not previously known, including Mark Makepeace, founder of market index provider FTSE Russell, Bart Becht, former boss of Reckitt Benckiser, and Riccardo Silva, an investor in AC Milan and owner of Miami Football Club. Eddie Hearn, the prominent Essex boxing promoter, has also changed his residence to Monaco, along with John Reece, the finance director of Britain’s largest private company Ineos, the FT found.
    Jolly good. Based on the above analysis, here's a little competition.

    The following people can all  be characterised in two ways, both by words beginning with "c". Can you name the second way? 

    Chris Farnell, Matt Southall, Paul Elliott, Laurence Bassini, Jacco van Seventer, Jon Hirst, Craig Freeman.


    That may be true, but we’re talking about money out of the country I thought not how good or bad a person they are!!
    Matchroom are still based in the UK, how much money do we lose out on if Eddie Hearn changes his residence to Monaco?

    Although 2.7k to 3.8k is a big jump percentage wise, it does seem like a small number in the grand scheme of things when 4.2 million people in the UK are self employed (number to drop drastically due to DieByTheSwords' Post).
  • Huskaris said:
    These secondary tariffs for countries like India are going to be interesting. 

    It's something that is a great idea in order to up the pressure on Russia as they are targeting the places who are still buying Russian energy, but it begs the question, why hasn't it been done already?

    I enjoyed the article below from the BBC. It does make me think that a lot of countries talk a good game on punishing Russia, but often they don't go all the way, and I'm not talking about weapons, I think I understand that, I'm talking about economics.

    https://www.bbc.co.uk/news/articles/cwyp7lgyy4ro

    Would really appreciate if that doesn't turn into a "who can say the meanest thing about Trump" competition, this thread should be above that :-)
    It's baffling how almost 20% of EU natural gas imports came from Russia in 2024. 
    https://www.consilium.europa.eu/en/infographics/where-does-the-eu-s-gas-come-from/
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  • After some advice from those in the know please. We own our property outright and have another house that I have run as a holiday let for the last few years, brings in an income of circa £30k per annum but after mortgage payments, council tax, utilities, staff costs etc we receive circa £15k a year. We are going to sell it next year and after paying the mortgage off and keeping a lump back of say 50k we will have about 400k to invest to hopefully provide an income so that we can stop working. We have 10k income from another rental so ideally need to achieve 15k to 20k annualy from the 400k invested which we can live on, but ideally do not want to eat into the £400k until we start to draw state pension. I am 58 and the wife 53 so a while to go before state pensions. I currenty own a letting business so do not really want to be a landlord with BTL as there are a lot of pitfaslls and worries around tenants etc and even the maintainence and upkeep of the holiday let is more work than we are looking for going forwards. I have been reading this thread for some time but do not really understand ISA and bonds etc, we will both be lower rate tax payers and most of our income will be covered by our tax free income allowances. Once we have sold and have the money ready to invest we would be happy to have specialist paid for advice but trying to work out if what we want is viable.
  • Rob7Lee said:
    Rob7Lee said:
    Anyone got an update on all those millionaires selling up? I ask because the FT, having a clear case of buyer's remorse for swallowing that rumour, now has a corker of an article which is currently the most read on the site. It is by Neal Hudson, who is " a housing market analyst and founder of the consultancy BuiltPlace". It is far too long to cut and paste and the FT hates it when subscribers do that, so I've got Claude to do an executive summary. But it's full of highly inconvenient facts and I highly recommend the full article if you can get hold of it.  

    Executive Summary: London's Luxury Property Market Crisis

    Bottom Line: London's high-end property market has been fundamentally broken for over a decade due to punitive taxation and poor economics, not recent non-dom rule changes. Despite prices being at decade lows, luxury homes remain economically irrational purchases.

    Key Points:

    Current Market Decline: Prime central London prices fell 3.7% in Q2 2025, with sales of £5m+ homes down 15% year-on-year. While blamed on wealthy non-doms fleeing new inheritance tax rules, this masks deeper structural issues.

    Economic Reality Check: Using a £20m Mayfair mansion example:

    • Crushing stamp duty: £2.3m for UK buyers, £3.7m for overseas buyers
    • Terrible yields: Just 2.9% gross rental return vs. government bonds
    • Capital destruction: Central London luxury homes down 22.4% nominally (-45% real terms) since 2014 peak
    • Market dysfunction: Properties sit empty for months; the example mansion has been available to rent for a year

    The Real Culprit - 2014 Stamp Duty Reform: The "killer blow" wasn't recent non-dom changes but stamp duty restructuring a decade ago. Moving from flat-rate to tiered system increased duty from 7% to 10.3% on £10m homes. Subsequent hits included additional duty on second homes (2016), Brexit uncertainty, and economic malaise.

    Supply Glut Emerging: Properties for sale (£5m+) have surged 68% over three years vs. 26% for broader central London market, suggesting more downward pressure ahead.

    Limited Appeal Remains: Trophy status, safe haven qualities, and cheap debt access via property-backed loans provide some attraction, but can't overcome the fundamentally broken economics.

    Market Significance: Though only 0.1% of transactions, £5m+ homes represent 4.2% of transaction value and 11.3% of stamp duty revenue.

    Conclusion: Even at decade-low prices with limited growth prospects and high interest rates, most buyers still consider London luxury properties overpriced. The author notes ironically that his favorite Mayfair pub was converted to a mansion in 2009 - given subsequent house price performance, "maybe they should have kept it as a pub."

    The piece argues London's luxury market faces structural problems making it economically irrational regardless of political changes.

    Whilst not selling up as such: Thousands of company directors leave UK after Labour’s tax changes

    From last year’s October Budget until last month, 3,790 company directors reported leaving the UK, compared with 2,712 in the same period a year earlier, according to an analysis of Companies House filings by the Financial Times.

    The analysis identified business figures whose departure from Britain was not previously known, including Mark Makepeace, founder of market index provider FTSE Russell, Bart Becht, former boss of Reckitt Benckiser, and Riccardo Silva, an investor in AC Milan and owner of Miami Football Club. Eddie Hearn, the prominent Essex boxing promoter, has also changed his residence to Monaco, along with John Reece, the finance director of Britain’s largest private company Ineos, the FT found.
    Jolly good. Based on the above analysis, here's a little competition.

    The following people can all  be characterised in two ways, both by words beginning with "c". Can you name the second way? 

    Chris Farnell, Matt Southall, Paul Elliott, Laurence Bassini, Jacco van Seventer, Jon Hirst, Craig Freeman.


    That may be true, but we’re talking about money out of the country I thought not how good or bad a person they are!!
    Matchroom are still based in the UK, how much money do we lose out on if Eddie Hearn changes his residence to Monaco?

    Although 2.7k to 3.8k is a big jump percentage wise, it does seem like a small number in the grand scheme of things when 4.2 million people in the UK are self employed (number to drop drastically due to DieByTheSwords' Post).
    Whilst matchroom I guess will continue to pay any company taxes whilst based in Uk, Hearn will not, how much he pays currently I’ve zero idea. People like him if they are abroad will also not be paying things like VAT if they aren’t spending here.

    my guess would be a lot will go to avoid IHT as much as anything, but who knows.

    these people are above my paygrade so I can’t ask them, but people are leaving, the size of the effect won’t be known for a good couple of years.

    i only know of one couple who’ve gone (IoM), not mega wealthy like those mentioned above by any stretch but they were higher rate tax payers and affluent and suspect IHT (or lack of) will ultimately cost the UK at least £500k and maybe £80k a year in income tax, VAT is anyone’s guess but well into double figure thousands I’m sure.
  • Webby said:
    After some advice from those in the know please. We own our property outright and have another house that I have run as a holiday let for the last few years, brings in an income of circa £30k per annum but after mortgage payments, council tax, utilities, staff costs etc we receive circa £15k a year. We are going to sell it next year and after paying the mortgage off and keeping a lump back of say 50k we will have about 400k to invest to hopefully provide an income so that we can stop working. We have 10k income from another rental so ideally need to achieve 15k to 20k annualy from the 400k invested which we can live on, but ideally do not want to eat into the £400k until we start to draw state pension. I am 58 and the wife 53 so a while to go before state pensions. I currenty own a letting business so do not really want to be a landlord with BTL as there are a lot of pitfaslls and worries around tenants etc and even the maintainence and upkeep of the holiday let is more work than we are looking for going forwards. I have been reading this thread for some time but do not really understand ISA and bonds etc, we will both be lower rate tax payers and most of our income will be covered by our tax free income allowances. Once we have sold and have the money ready to invest we would be happy to have specialist paid for advice but trying to work out if what we want is viable.
    Speak to Golfie for formal advice.

    you’ll need a 5% return which should easily be achievable. But tax will eat into that so things like ISA’s will help.
  • edited August 7
    Rob7Lee said:
    Webby said:
    After some advice from those in the know please. We own our property outright and have another house that I have run as a holiday let for the last few years, brings in an income of circa £30k per annum but after mortgage payments, council tax, utilities, staff costs etc we receive circa £15k a year. We are going to sell it next year and after paying the mortgage off and keeping a lump back of say 50k we will have about 400k to invest to hopefully provide an income so that we can stop working. We have 10k income from another rental so ideally need to achieve 15k to 20k annualy from the 400k invested which we can live on, but ideally do not want to eat into the £400k until we start to draw state pension. I am 58 and the wife 53 so a while to go before state pensions. I currenty own a letting business so do not really want to be a landlord with BTL as there are a lot of pitfaslls and worries around tenants etc and even the maintainence and upkeep of the holiday let is more work than we are looking for going forwards. I have been reading this thread for some time but do not really understand ISA and bonds etc, we will both be lower rate tax payers and most of our income will be covered by our tax free income allowances. Once we have sold and have the money ready to invest we would be happy to have specialist paid for advice but trying to work out if what we want is viable.
    Speak to Golfie for formal advice.

    you’ll need a 5% return which should easily be achievable. But tax will eat into that so things like ISA’s will help.
    If only there was an investment that could return 5% pa tax free to basic rate taxpayers 😉.

     So, yes.....speak to a good IFA. If not, speak to me.....😂😂😂.
  • Market a bit strange today ahead of BOE rate announcement.

    UK down 0.5% but most of Europe up over 1%.....Germany up over 1.5%. Asia also up 0.5% overnight. 


  • Huskaris said:
    These secondary tariffs for countries like India are going to be interesting. 

    It's something that is a great idea in order to up the pressure on Russia as they are targeting the places who are still buying Russian energy, but it begs the question, why hasn't it been done already?

    I enjoyed the article below from the BBC. It does make me think that a lot of countries talk a good game on punishing Russia, but often they don't go all the way, and I'm not talking about weapons, I think I understand that, I'm talking about economics.

    https://www.bbc.co.uk/news/articles/cwyp7lgyy4ro

    Would really appreciate if that doesn't turn into a "who can say the meanest thing about Trump" competition, this thread should be above that :-)

    If only Trump would put sanctions directly on Russia...rather than fiddling around the edges by punishing nations like India instead. 

    Trump has pissed off India and imposing higher tariffs on them is surely going to push them closer to Russia and potentially China. 

  • Russia is the only country that he hasn't put tariffs on, that may have something to do with fiddling...
  • Bank of England seem a bit perturbed why savings are still at pre-pandenic levels & consumers are not spending money in the shops which would help the economy.

    Maybe it's because they are getting 4%+ on their cash savings for no risk.

    Bring interest rates down further.  Will give those with mortgages more money to spend and those with savings less incentive to keep money on deposit.

    But I'm no economist.....just a humble financial adviser who speaks to both types above. 

    (Yes, aware of inflation but this is coming down and has been mainly the cost of food, energy and wage increases......not consumer spending on cars & white goods).
  • edited August 7
    Bank of England seem a bit perturbed why savings are still at pre-pandenic levels & consumers are not spending money in the shops which would help the economy.

    Maybe it's because they are getting 4%+ on their cash savings for no risk.

    Bring interest rates down further.  Will give those with mortgages more money to spend and those with savings less incentive to keep money on deposit.

    But I'm no economist.....just a humble financial adviser who speaks to both types above. 

    (Yes, aware of inflation but this is coming down and has been mainly the cost of food, energy and wage increases......not consumer spending on cars & white goods).
    Said it before and I’ll say it again, the cash isa is the albatross around people’s neck they don’t even realise. Have one ISA that must have minimum of a handful of investment funds available to invest and/or MMFs “cash” that’s it, no other kind of ISAs. Better returns and capital actually gets put to use more efficiently and exposed to a bit more risk.

    The triple lock is the other albatross we need to get rid of.
  • edited August 7
    Webby said:
    After some advice from those in the know please. We own our property outright and have another house that I have run as a holiday let for the last few years, brings in an income of circa £30k per annum but after mortgage payments, council tax, utilities, staff costs etc we receive circa £15k a year. We are going to sell it next year and after paying the mortgage off and keeping a lump back of say 50k we will have about 400k to invest to hopefully provide an income so that we can stop working. We have 10k income from another rental so ideally need to achieve 15k to 20k annualy from the 400k invested which we can live on, but ideally do not want to eat into the £400k until we start to draw state pension. I am 58 and the wife 53 so a while to go before state pensions. I currenty own a letting business so do not really want to be a landlord with BTL as there are a lot of pitfaslls and worries around tenants etc and even the maintainence and upkeep of the holiday let is more work than we are looking for going forwards. I have been reading this thread for some time but do not really understand ISA and bonds etc, we will both be lower rate tax payers and most of our income will be covered by our tax free income allowances. Once we have sold and have the money ready to invest we would be happy to have specialist paid for advice but trying to work out if what we want is viable.
    Get an independent financial advisor, worth their weight in gold (tonnes of evidence to suggest they more than make up for any fees they take vs performance of people who don’t take financial advice). 
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