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Old 29.08.2020, 17:17
HickvonFrick HickvonFrick is offline
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Re: Planning to retire to the UK

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It's usually more tax efficient to live off capital, rather than chase income.

High income producing equities are generally poor quality companies, both the dividends & share prices of said companies have collapsed this year V Fundsmith that hit it's all time high in last week.

UK has a max rate of CGT of 20% v 45% for income.
I set up a sipp earlier this year with 8 funds in it. Amusingly FS has performed comfortably the worst at about +10%. Next worst is about +16%, best to worst:

Polar Capital Technology (+30%)
BG Positive change
BG Global Stewardship
BG Global Alpha Growth
Fidelity Global Technology
Rathbone Global Opportunities
LF Blue Whale
Fundsmith

Think index is about +9%.

I fully expect FS to be off the bottom by Xmas.

Last edited by HickvonFrick; 29.08.2020 at 17:31.
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