Global Wealth Investor is an independent research site for UK investors. We explain the tax rules and the numbers behind tax-efficient and growth investing, so you can make your own decisions with the facts in front of you.
What we cover
- Tax and allowances: Capital Gains Tax, dividend tax and stamp duty, with the current year’s figures.
- ISAs and pensions: where to hold your investments, with ISA, SIPP and share-dealing platforms compared on fees and FX costs.
- VCTs, EIS and SEIS: how the reliefs work and how to compare offers, trusts and funds.
- Investing: funds, ETFs, investment trusts and individual UK-listed shares compared on yield, total return and costs.
Who we are
The site is run by a small, independent team of private investors based in London. We are not owned by, or paid to promote, any fund manager, investment platform or adviser.
How we work
- Primary sources first. Tax figures link to GOV.UK and HMRC, and fund figures come from the manager’s own reports.
- Dated and reviewed. Every article shows when it was last updated. We review tax articles after each Budget and at the start of each tax year.
- Corrections are public. When we fix an error, we say so on the article.
Read more in How we research.
How the site is funded
The site may show advertising. If we ever earn money when you use a provider we link to, we will say so clearly on that page. Payments never decide what we write or how we rank providers.
Information, not advice
We are not authorised by the Financial Conduct Authority, and nothing on this site is personal financial or tax advice. Investments can fall as well as rise. Read our disclaimer before acting on anything you read here.
Spotted a mistake or want to suggest a topic? Get in touch.