Your questions answered Vol 2 - IM Private Clients
Discussion
forest172 said:
so for this tax year I take it I can open an IM money account and lump £20k cash in it and buy funds even though I have my current ISA and SIPP with vanguard?
Can I then in due course switch my current ISA in full or part into my IM account?
ok just tried to do it, and the declaration states 20/21 tax year and that I will subscribe to further tax years. So obviously the years wrong, and will I have said I`d do that with vanguard in their declaration regarding future tax years?
All sorted now. Can I then in due course switch my current ISA in full or part into my IM account?
ok just tried to do it, and the declaration states 20/21 tax year and that I will subscribe to further tax years. So obviously the years wrong, and will I have said I`d do that with vanguard in their declaration regarding future tax years?
Edited by forest172 on Tuesday 6th April 18:10
markiii said:
looking up the investment options ahead of this years ISA allowance.
However I can't see a definition for the IM Index funds on your website.
Could you clarify?
The fact sheets are in the library section here:However I can't see a definition for the IM Index funds on your website.
Could you clarify?
https://private-client.intelligentmoney.com/litera...
Faramir said:
I’ve been trying to open a S&S ISA but just get “Your contributions on your ISA (Stock & Shares) account will exceed the annual ISA limit in either this or future tax years” during application. Don’t know if it’s me or the website. Tried it with different amounts below £20k.
Very strange, the team are looking into this now and I'll get back shortly.Cheers
Julian
PHR Update
Everyone invested will shortly receive an email from us informing you that we have now sold down 4 more stocks in PHR:
Carnival - Return since launch 87.71%
Meggit - Return since launch 54.79%
Redrow - Return since launch 45.23%
Taylor Wimpey - Return since launch 29.69%
PHR was established to benefit from short term CV19 opportunities. We consider that with just shy of a 60% return since launch 9 months ago (57.55% with no cash reinvestments, to be precise) PHR has fulfilled it's objective in delivering high rewards over a very short investment time period.
With only 4 stocks now remaining and a significant change in the investment landscape since launch, we believe that the opportunity to continue at this pace is heavily diminishing as time passes and the potential for equivalent investment returns going forward are now available within other portfolios.
We basically consider that after the twists and turns since launch we have now hit a sweet spot and PHR investment objectives have been met.
To this extent we are closing PRH to any new investments/reinvestments whilst we put in place a full return of remaining capital to all investors.
Any requests made to date will still be actioned unless you instruct us otherwise.
Cheers
Julian
Everyone invested will shortly receive an email from us informing you that we have now sold down 4 more stocks in PHR:
Carnival - Return since launch 87.71%
Meggit - Return since launch 54.79%
Redrow - Return since launch 45.23%
Taylor Wimpey - Return since launch 29.69%
PHR was established to benefit from short term CV19 opportunities. We consider that with just shy of a 60% return since launch 9 months ago (57.55% with no cash reinvestments, to be precise) PHR has fulfilled it's objective in delivering high rewards over a very short investment time period.
With only 4 stocks now remaining and a significant change in the investment landscape since launch, we believe that the opportunity to continue at this pace is heavily diminishing as time passes and the potential for equivalent investment returns going forward are now available within other portfolios.
We basically consider that after the twists and turns since launch we have now hit a sweet spot and PHR investment objectives have been met.
To this extent we are closing PRH to any new investments/reinvestments whilst we put in place a full return of remaining capital to all investors.
Any requests made to date will still be actioned unless you instruct us otherwise.
Cheers
Julian
Simpo Two said:
i4got said:
Great result and now the headache of what to do with the returns. - nice problem to have.
Well my shares loss that missed 20/21 by a day just got spent, and my 21/22 CG allowance wiped out after only 3 days!Mr Dietz tells me I'm only at 69.57% which I'll just have to get over and not be overly sad about. I have reinvested all the returns each time from day one tho and wish I'd been a bit greedier at the start and put even more in. Thankfully Mrs R followed my advice and just did what I did as well so she seems happy too, which is always a bonus.
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