We believe Global Portfolio Trust gives you a well-diversified portfolio with exposure to a range of exciting international markets that may be difficult to replicate any other way. That’s why many financial planners use global investments as a ‘core’ holding within an investment portfolio.
Easy ways for you to invest
There are still some easy ways for you to invest in Martin Currie Global Portfolio Trust in a tax-efficient manner. The trust offers a ready-made portfolio of 25-40 quality companies from around the globe, hand-picked for their long-term growth potential.
And it’s highly rated for Environmental Social and Governance (ESG) too, achieving the highest possible ‘5 globes’ Sustainability RatingTM, from Morningstar, the independent ratings agency.
Why you should consider going global
Going global
Finding the best idea
We’ve created a portfolio consisting of businesses we believe are leaders and innovators at the forefront of some multi-decade investment themes such as the rise of electric vehicles, growth of the emerging market middle class and the onset of artificial intelligence.
Tax efficient ways to invest in Martin Currie Global Portfolio Trust
Individual Savings Accounts (ISAs) and Self Invested Personal Pensions (SIPPs) are still a great way to invest in the stock market thanks to their flexibility and the tax benefits they offer.
Source: HM Government
£20,000
ISA
Allowances for 2023/24 – deadline 5 April 2024
£60,000
Standard pension allowance
(or 100% of earnings if lower)
£9,000
Junior ISA
Allowances for 2023/24 – deadline 5 April 2024
£3,600
Junior SIPP
Allowances for 2023/24 – deadline 5 April 2024
Tax-efficient ISAs and SIPPs
Individual Savings Accounts (ISAs) and Self Invested Personal Pensions (SIPPs) are still a great way to invest in the stockmarket thanks to their flexibility and the tax benefits they offer. Your annual ISA allowance is £20,000 and you won’t have to pay anything to the taxman or even declare it on a tax return.
Don’t forget your annual pension allowance…
The annual allowance for SIPPs is currently £60,000 and they offer a range of advantages including tax relief and the ability to take some tax-free cash. As they are more complicated, we recommend seeking financial advice before making any decisions.
And children can benefit too
Children have their own tax allowances too. The Junior ISA allowance is £9,000 and the Junior SIPP allowance is £3,600. They offer the same benefits and tax advantages and are easy way to take the first steps of an important investment journey. One key point is that the money in Junior ISA can’t be accessed until the age of 18 when it becomes an ‘normal’ ISA and money in a Junior SIPP is safely locked away until retirement. It’s an easy way for parents, grandparents, family members and friends to give children a helping hand in their financial future.
How to Invest with Us
It’s easy to invest in a way that suits you. A range of online platforms and fund supermarkets allow you to trade online, manage your portfolio and buy UK listed shares. These sites do not give you advice, they simply allow you to trade. Many of these sites also offer ‘wrapper’ products like ISAs and pension plans. As individuals’ financial circumstances will differ, we recommend you talk with a qualified financial adviser regarding the options available to you before making investment decisions.
