Case Study: Restructuring a share portfolio across two ownership structures

In this case study episode, Stuart shares insights from working with a high-income client who initially focused on building a property portfolio but later diversified into shares. The client's share portfolio was initially held in his wife's name due to their circumstances at the time, but a portion was later moved into a trust structure for tax efficiency. Stuart emphasises the importance of considering all components of investment returns, including income, growth, and tax credits. He also...