Carl Roberts

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Carl Roberts

Carl Roberts

@CarlOnMoney

Financial Planner, Investor | Helping you build and protect wealth for you and your family to enjoy.

Milton Keynes, England Katılım Mart 2017
99 Takip Edilen384 Takipçiler
Carl Roberts
Carl Roberts@CarlOnMoney·
The Isle of Man is removing its own ‘triple lock’. When is the UK parliament going to have a serious conversation about the UK State Pension? It’s clearly not affordable long term in its current format. inews.co.uk/inews-lifestyl…
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Carl Roberts
Carl Roberts@CarlOnMoney·
🤦🏼‍♂️There’s a reason why DB schemes are more funded now than previously, gilt yields are higher meaning less capital is required to produce the income. This will reverse again once market conditions change. Don’t they learn anything from history?
IPE.com News@IPEnews

UK government proposes tapping into DB surplus for economic growth UK government is determined to encourage DB pension funds to deliver investment and drive economic growth #UK #surplus #growth ow.ly/wsJ650UOLpm

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Carl Roberts
Carl Roberts@CarlOnMoney·
The number of companies on London’s AIM market worth more than £1 billion has hit a nine-year low. A mere six stocks were worth more than £1 billion at the end of 2024 compared with 30 at the end of 2021. investcentre.co.uk/articles/numbe…
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Carl Roberts retweetledi
Adam Smith Institute
Adam Smith Institute@ASI·
✈️The UK lost half a million liquid millionaires in 2024- that's double the number that left in 2023 In order to make up for the shortfall in income tax, replacing just one millionaire would require at least 49 average taxpayers! telegraph.co.uk/politics/2025/…
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Carl Roberts
Carl Roberts@CarlOnMoney·
The dreaded vote of confidence!
Carl Roberts tweet media
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Carl Roberts
Carl Roberts@CarlOnMoney·
The Inheritance (Provision for Family and Dependants) Act 1975 is an interesting act as it essentially allows anyone to challenge your Will. Even if you have tried to exclude someone they may still be approved for reasonable financial provision. buff.ly/3ZqtQ5F
Carl Roberts tweet media
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Carl Roberts
Carl Roberts@CarlOnMoney·
With changes announced in the latest Budget set to increase the levels of Inheritance Tax collected by the government in the coming years, here are a few things you might not know about this dreaded tax. buff.ly/416fDMo
Carl Roberts tweet media
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Carl Roberts
Carl Roberts@CarlOnMoney·
From April 2025 HMRC will charge an interest rate of bank base rate + 4% on the late payment of Inheritance Tax. Using today’s base rate of 4.75%, this would be an interest rate of 8.75% which is going to lead to some chunky penalties for those who struggle to sell assets.
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Carl Roberts
Carl Roberts@CarlOnMoney·
This is not a recommendation to invest in crypto but more a frustration at the speed of the regulator. This does not look good for the UK government if they are planning to build an innovative economy and deliver growth.
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Carl Roberts
Carl Roberts@CarlOnMoney·
The UK financial regulator has just issued a road map for the regulation of cryptoassets. Lots of discussion papers and consultation papers and finally by some point in 2026 we get the policy! Meanwhile the US have been happily investing in crypto ETFs since the start of 2024!
Carl Roberts tweet media
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Carl Roberts
Carl Roberts@CarlOnMoney·
Based on current rules HM Revenue and Customs (HMRC) will treat you as being domiciled in the UK if you either: - Lived in the UK for 15 of the last 20 years. - Had your permanent home in the UK at any time in the last three years of your life.
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Carl Roberts
Carl Roberts@CarlOnMoney·
Where you are domiciled is different to where you can be resident. You can be resident in a different country and pay taxes on your income and investments in that country but if you are still domiciled in the UK, you will pay Inheritance Tax on your worldwide assets.
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Carl Roberts
Carl Roberts@CarlOnMoney·
Trying to move abroad to escape the UK government's tax raid? Even moving abroad may not shield you from paying Inheritance Tax. This is because Inheritance Tax is based on where you are domiciled. As in where your permanent home is.
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Carl Roberts
Carl Roberts@CarlOnMoney·
For now, the majority of people who buy Bitcoin don’t buy it to use it. They buy it because they believe the price is going to go higher and it protects the value of their money. You could argue however that this is the same for people who buy gold.
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Carl Roberts
Carl Roberts@CarlOnMoney·
Think you can beat the market? Hendrik Bessembinder’s research, “Do Stocks Outperform Treasury Bills?” found that just 4% of companies have accounted for all the wealth creation in the US stock market over the past 90 years. 🤯 Needle in a haystack.
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Honey Badger 🐝🦡⚡️
Honey Badger 🐝🦡⚡️@Pistolfin·
Retweeting this because it’s the best podcast I’ve ever listened to about the state of the UK. Support these guys because us UK plebs really need entertaining/educating at this difficult time
The Peter McCormack Show@mccormack_show

How much longer can we distort the economy before it all comes crashing down? @SteveBakerFRSA examines the looming consequences of ignoring the real economy. #EconomicCrisis Listen: open.spotify.com/episode/1mTwO6… Watch: youtube.com/watch?v=RKbK1J…

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Carl Roberts
Carl Roberts@CarlOnMoney·
The CNN Fear & Greed Index measures investor sentiment—fear can signal undervalued markets, while greed may indicate overvaluation. 📊 It’s a pulse check on emotions driving stocks. But, markets can remain in a "greedy" or "fearful" state for an extended time without reversing.
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Carl Roberts
Carl Roberts@CarlOnMoney·
A reason to take another look at those portfolios with an over concentration to the 'magnificent 7' stocks. The equal-weighted S&P 500 index has actually outperformed over the longer term. Thanks to @SPDJIndices for the research.
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Keşfet

@Pistolfin @PeterMcCormack @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates @NASA