UK Tax for ETF Portfolios

We've now covered:

• the general features of ETFs and how to invest in them
• how to construct the best portfolio for your circumstances
• why, how and when to rebalance your portfolio
• lazy portfolios (constructed from a small number of funds)

This month we'll look at the UK tax system and how to organise your ETF portfolios so as to pay less tax.

We are meeting back at the hotel again, but please note the earlier start.

I am planning an active investing session straight after the ETF meeting. More on that to follow.