Canadian Gen. Share Price (CGI)

As part of our tax planning, have decided to cash in SIPP holdings for self and wife and gift proceeds to children. Makes no sense not to make the gift now, initiate the 7yr rule and get a couple of years on the decision by Rachel from Customer Service to include SIPPs under IHT rules. The gift will form part of estate now but start to enjoy taper relief from 2028 at a lower rate than IHT.

'fraid that the imposition of tariffs are not going to provide a tailwind for the next few months, but once in the open, at least it is then a known rather than un-known matter.

Rather more information is available on this link: https://www.mmainvestments.com/files/financial_regulatory_reports/MMA-interim-report-2024-CGI-WEB.pdf

I have added a few more shares to my SIPP from dividends accumulated over the last quarter.

September is often a difficult month for investors

Management fees are outrageous. No wonder such a wide discount.

Decent write up in Money Week

My purchase this morning is marked as a sell.