This is a vehicle that can help families to protect assets and also pass them on tax-efficiently. There are three parties – a settlor puts assets into trust, a trustee then manages them in accordance with their wishes and a beneficiary receives income, capital or both at an agreed point in the future. There are …
This is used in different contexts. If you are looking at a set of accounts, it refers to the sales (or revenue) figure. If, on the other hand, you are using it in the context of share trading then it refers to the volume of trades that have been executed during a particular trading session. …
This is the nearest US equivalent to a UK gilt. Treasuries are IOUs issued in the US to allow the government to borrow to fill the gap between tax receipts and expenditure. Like their UK peers these IOUs usually carry a fixed coupon and redemption (or maturity) date. They are considered to be low risk …
This is a useful way to compare the cost of two different funds. It expresses the total costs including management fees, trading and legal costs and other operational expenses as a percentage of total fund assets. The TER is important to an investor as it has an impact on the overall return an investor makes …
A word used in the context of charting, technical analysis is the opposite of fundamental analysis – the study of firms from the bottom up. Instead fans of technical analysis believe that the price trend is all that counts so as an investor you should look for a strong price trend and invest accordingly as …
Whenever you are able to offset an item of expenditure, or a cost, against income or profits in order to reduce the total amount of tax you will pay it is described as tax relief.. So for example you may be receiving rental income on a property but be able to deduct some of the …
This is the process by which the Federal Reserve winds down its bond buying program in the US. Part of the Fed’s stimulus for the US economy has involved printing money and using it to buy government bonds and also mortgage backed securities. This is known as quantitative easing and has been designed to reduce …
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