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Collectives

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Bonds vs Unit Trusts

This guide aims to provide you with a general comparison between unit trusts and bonds when held by a UK resident individual.
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Taxing collectives in an offshore bond

This article looks at the taxation of a collective investment when held by a UK-resident bondholder (excluding companies) inside an offshore bond and considers any additional liability which may fall on the bondholder.
Analysis

Is it all about the wrapping?

We are often asked whether a bond or a collective is the right choice for a particular client. This isn’t a new dilemma however; certain legislative changes have changed the comparisons slightly.
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Advantages and Disadvantages of a UK collective investment for UK investors

This article provides a high level summary of the potential advantages and disadvantages of using a collective investment.
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Taxation of collectives held in trusts

This article looks at how UK collective investments are taxed when they are held inside a trust.
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All you need to know about price spreads

Mike Barrett offers clarity on fund pricing with a masterclass on price spreads.

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