RE: Taxes don't have to be taxing at all.16 May 2021 19:04
Apologies but posting this here after a discussion on ISA benefits and Aviva, Llloyds and Real Estate Investors. I think Real Estate Investors is a prime addition to the question. What do others think? Real Estate Investors is for me a real positive in many ways. Thoughts?
RE: Taxes don't have to be taxing at all.Today 16:27
it must be said that utilising tax advantages makes sense. So if we look at using our ISA allowance , where all profits are tax exempt, then we are on a winner. 20K a year to shelter from the tax man is surely a no brainer. We have Aviva in the portfolio and as the last poster said Lloyds is another to be put in. Let me add in a 3rd - RLE - Real Estate Investors which is providing a near 8% return on dividends. So before long our 20k a year is now growing nicely and all profits are tax exempt. With these three shares in that ISA what returns are we expecting? I consider 6% a good return so far. All so soon our ISA shelter is turning in to an ISA ISA baby. Really like the nominations so far but I am sure there are more opinions out there!!! All it has to be is ISA eligible and a decent return. any suggestions?
Aviva - Decent return and growth
Lloyd - Growth, quarterly dividends and a decent return
Real Estate investors - Growth, undervalued to NAV, quarterly dividends and a decent return
As always DYOR but as an investors forum this is where we find our forte!!!!
Good luck to one and all and may your gains always exceed your losses