Financial Expert

Financial Expert Navigation
  • About
  • Compare Stockbrokers
    • Compare UK Stockbrokers
    • Compare UK Investing Apps
    • Compare UK Forex & CFD Brokers
    • Compare UK Equity Crowdfunding Platforms
    • Compare Stocks & Shares ISAs
  • Investing Courses
    • Foundation Course
    • Intermediate Course
    • Advanced Course
  • Best Books
    • The Best Investing Books
      • The Best Stocks and Shares Books
      • The Best Value Investing Books
      • The Best Growth Investing Books
      • The Best Investing Books for Students
      • The Best Investing Books for Teens
      • The Best Bond Investing Books
      • The Best Quantamental Investing Books
    • The Best Property Investment Books
      • The Best Land & Forestry Investment Books
      • The Best Mortgage Books
      • The Best Property Valuation Books
    • The Best Personal Finance Books
      • The Best Dividend Investing Books
      • The Best Money Mindset Books
      • The Best Get Rich Quick Books
      • The Best Investing in Yourself Books
    • The Best Financial Planning Books
      • The Best Financial Literacy Books
      • The Best Books about Saving Money
      • The Best Budgeting & Money Management Books
      • The Best Financial Independence Books
      • The Best Portfolio Management Books
      • The Best Asset Allocation Books
      • The Best Retirement Planning Books
      • The Best Estate Planning & Inheritance Books
      • The Best Tax Saving Books
      • The Best Getting Out of Debt Books
    • The Best Financial Crime Books
      • The Best Fraud & Forensic Accounting Books
      • The Best Money Laundering Books
    • The Best Financial & Management Accounting Books
      • The Best Financial Management Books
      • The Best Financial Risk Management Books
      • The Best Financial Statement Analysis Books
      • The Best Corporate Tax Textbooks
      • The Best Treasury Management Books
      • The Best Internal & External Audit Books
    • The Best Derivatives Books
      • The Best Options Trading Books
      • The Best Futures Trading Books
      • The Best Structured Products Books
    • The Best Business Books
      • The Best Entrepreneurship Books
      • The Best Management Books
      • The Best Consulting Books
    • The Best Economics Books
      • The Best Econometrics Books
      • The Best Emerging Markets Books
    • The Best Day Trading Books
      • The Best Forex Trading Books
      • The Best Cryptocurrency Books
      • The Best Quantitative and Technical Analysis Books
      • The Best Investing Psychology Books
      • The Best Behavioural Investing Books
    • The Best Alternative Investment Books
      • The Best Angel Investing Books
      • The Best Commodities Books
      • The Best Gold & Silver Investment Books
      • The Best Art Investment Books
      • The Best Wine Investment Books
      • The Best Whisky Investment Books
    • The Best Wealth Management Books
      • The Best Venture Capital Books
      • The Best Hedge Fund Books
      • The Best Private Equity Books
      • The Best Merger & Acquisitions (M&A) Books
      • The Best Valuation Books
      • The Best Due Diligence Books
      • The Best Financial Modelling Books
    • The Best Banking Books
      • The Best Investment Banking Books
      • The Best Reinsurance Books
    • The Best Finance Books
      • The Best Corporate Finance Textbooks
      • The Best Finance Books for Non-Financial Managers
      • The Best Project Finance Books
      • The Best Islamic Finance Books
  • Disclaimer
  • Investing Blog
  • Search
  • About
  • Compare Stockbrokers
    • Compare UK Stockbrokers
    • Compare UK Investing Apps
    • Compare UK Forex & CFD Brokers
    • Compare UK Equity Crowdfunding Platforms
    • Compare Stocks & Shares ISAs
  • Investing Courses
    • Foundation Course
    • Intermediate Course
    • Advanced Course
  • Best Books
    • The Best Investing Books
      • The Best Stocks and Shares Books
      • The Best Value Investing Books
      • The Best Growth Investing Books
      • The Best Investing Books for Students
      • The Best Investing Books for Teens
      • The Best Bond Investing Books
      • The Best Quantamental Investing Books
    • The Best Property Investment Books
      • The Best Land & Forestry Investment Books
      • The Best Mortgage Books
      • The Best Property Valuation Books
    • The Best Personal Finance Books
      • The Best Dividend Investing Books
      • The Best Money Mindset Books
      • The Best Get Rich Quick Books
      • The Best Investing in Yourself Books
    • The Best Financial Planning Books
      • The Best Financial Literacy Books
      • The Best Books about Saving Money
      • The Best Budgeting & Money Management Books
      • The Best Financial Independence Books
      • The Best Portfolio Management Books
      • The Best Asset Allocation Books
      • The Best Retirement Planning Books
      • The Best Estate Planning & Inheritance Books
      • The Best Tax Saving Books
      • The Best Getting Out of Debt Books
    • The Best Financial Crime Books
      • The Best Fraud & Forensic Accounting Books
      • The Best Money Laundering Books
    • The Best Financial & Management Accounting Books
      • The Best Financial Management Books
      • The Best Financial Risk Management Books
      • The Best Financial Statement Analysis Books
      • The Best Corporate Tax Textbooks
      • The Best Treasury Management Books
      • The Best Internal & External Audit Books
    • The Best Derivatives Books
      • The Best Options Trading Books
      • The Best Futures Trading Books
      • The Best Structured Products Books
    • The Best Business Books
      • The Best Entrepreneurship Books
      • The Best Management Books
      • The Best Consulting Books
    • The Best Economics Books
      • The Best Econometrics Books
      • The Best Emerging Markets Books
    • The Best Day Trading Books
      • The Best Forex Trading Books
      • The Best Cryptocurrency Books
      • The Best Quantitative and Technical Analysis Books
      • The Best Investing Psychology Books
      • The Best Behavioural Investing Books
    • The Best Alternative Investment Books
      • The Best Angel Investing Books
      • The Best Commodities Books
      • The Best Gold & Silver Investment Books
      • The Best Art Investment Books
      • The Best Wine Investment Books
      • The Best Whisky Investment Books
    • The Best Wealth Management Books
      • The Best Venture Capital Books
      • The Best Hedge Fund Books
      • The Best Private Equity Books
      • The Best Merger & Acquisitions (M&A) Books
      • The Best Valuation Books
      • The Best Due Diligence Books
      • The Best Financial Modelling Books
    • The Best Banking Books
      • The Best Investment Banking Books
      • The Best Reinsurance Books
    • The Best Finance Books
      • The Best Corporate Finance Textbooks
      • The Best Finance Books for Non-Financial Managers
      • The Best Project Finance Books
      • The Best Islamic Finance Books
  • Disclaimer
  • Investing Blog
  • Search

Tag Archive

Below you'll find a list of all posts that have been tagged as “tax”

Assets and Divorce: Who gets what?

While starting a marriage is an incredibly exciting time, you must always be prepared in case your relationship breaks down. It’s so important to fairly divide and share your assets …

Read More
legalpremiumtax

Smart Money Moves: Your Financial Guide for Returning to the UK from Ireland

Returning to the UK after time in Ireland? The journey home is filled with excitement, but there’s more to it than packing bags. Understanding the financial steps for a smooth …

Read More
premiumtax

Top 10 Caribbean Tax Havens: Paradise Meets Profit

Introduction: more than just sun, sand, and sea  The Caribbean! Land of crystal-clear waters, powdery white sand beaches, and… stunning tax benefits? That’s right, folks! The Caribbean isn’t just for …

Read More
premiumtax

The Freeze on Inheritance Tax – What Does This Mean?

Inheritance tax (IHT) in the UK has always been a controversial topic, with this fixed at 40% on all estates worth £325,000 or more and considered by many to be …

Read More
premiumtax

How to Pay Less Stamp Duty When Investing

Stamp duty is the UK transaction tax charged on purchases of equities, also known as stocks & shares. The current rate of stamp duty, known officially as Stamp Duty Reserve …

Read More
investingtax

EB-5 Regional Center Program revived by Congress, Minimum Investment Raised to $800k

It’s good news for investors in India and H-1B visa holders from India who filed for green cards under the EB-5 investment-linked program via regional centers. The EB-5 Regional Center …

Read More
global mobilitypremiumtax

Why Bother With a Pension?

Pensions may seem difficult, but the core concept is straightforward. Because your State Pension – although a good starting point – isn’t a lot, it’s important to understand the advantages …

Read More
pensionpremiumtax

Choosing A Tax Adviser: 10 Crucial Factors To Consider

Finding the right tax professional to give you advice on taxation matters is crucial. A tax professional will have all of the most up-to-date knowledge of taxation issues and will …

Read More
financial advicepremiumtax

How Are Investments Taxed?

Frustrated by the prospect of generating an excellent financial return on your investments but then having to pay half of it over to the tax authority? This guide to how …

Read More
financial planningtax

How to Become a Stocks & Shares ISA Millionaire

There are over £1,365 ISA millionaires. This article will explain how these ISA millionaires achieved this feat. and how you could become a stocks & shares ISA millionaire yourself.

investingISAtax

Should you Disclose Stocks & Shares ISA Income and Gains to HMRC?

A question I read frequently is ‘Do I need to put income and gains from my Stocks & Shares ISA on my tax return?’ or ‘Should I disclose my stocks …

Read More
ISAtax

Are Stocks & Shares ISAs Totally Tax-Free?

Stocks & shares ISAs are a ‘tax-sheltered’ investment account. This means that the government gives favourable tax treatment to assets held inside an ISA, compared to if you held in …

Read More
ISAtax

Are Stocks & Shares ISAs UK-Specific?

There’s a lot of information about stocks and shares ISAs on Financial Expert. But this site gets a lot of international visitors from the US, the Middle East, Africa and …

Read More
ISAtax

Latest Stocks & Shares ISA Allowances

The benefits of stocks & shares ISA accounts make them truly unique accounts when comparing UK stockbrokers. However, the tax-free perks of stocks & shares ISA have a catch – …

Read More
ISAtaxupdate

The History of Stocks & Shares ISAs

In this article, we take a look at the interesting history of stocks & shares ISAs. The best stocks and shares ISAs have been with us for so long now, …

Read More
ISAtax

How Risky Are Stocks & Shares ISAs?

A stocks & shares ISA is one of the most popular investment accounts for UK savers. There are two main draws of stocks & shares ISAs; their investment options with …

Read More
equitiesfinancial planningISAtax

Advantages and Disadvantages of Cash ISAs

Cash ISAs are tax-advantageous savings accounts, where income tax isn’t payable on the interest earned. These individual savings accounts are limited to one per person each year and have a …

Read More
ISAsavingtax

Investing – ISAs explained

ISA stands for “individual savings account”. These are special accounts that have a limit on how much money you can deposit into them each year but also come with tax …

Read More
brokerinvestingISAsavingtaxtheory

How to Avoid Tax when Investing

This guide on how to avoid tax when investing will arm you with a series of tweaks you should consider making to your portfolio to maximise your returns. The reduction …

Read More
costsfinancial planningrelatedtax

Best broker overall


Etoro stockbroker

Overview


Trade shares with zero commission with the eToro investing app. Open an account with just $100. Unique social trading features allow clients to find new trading ideas and mirror the top performing traders on the platform. 

Best for


  • Cheapest share dealing
  • Lowest annual charge
  • Copytrade™ feature
  • ISA now available

Drawbacks


  • No OEICs or unit trusts
  • $5 withdrawal fee
Visit broker
Read review

Capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. 


Best for funds

Hargreaves Stockbroker

Overview


The UK’s no. 1 investment platform for private investors. Boasting over £125bn in assets under administration and over 1.5m active clients. ‘Best Share Dealing Platform 2021’ (UK Investor Magazine) and ‘Best Digital ISA’ (Boring Money 2021 Best Buys).

Best for


  • Widest range of funds
  • ISAs & SIPPs available
  • Most popular UK broker
  • Competitive management charge for < £50k portfolio

Drawbacks


  • Management charge for > £50k portfolio is less competitive
  • Share dealing charges are £11.95 for infrequent deals
Visit broker
Read review

Capital is at risk. 


Best for £100k+

Interactive Investor Broker

Overview


Large UK stockbroker with a flat account fee and a free trade every month. Cheapest for investors with big pots.

Best for


  • Lowest management charge for large portfolios (£100k+)
  • ISAs & SIPPs available
  • One free trade per month

Drawbacks


  • Flat £9.99 account charge is costly for small accounts
  • Web platform interface isn't as slick as peers
Visit broker
Read review

Capital is at risk. 


How is Financial Expert funded? In addition to display advertising, we earn commission for referring new customers to financial service providers, including 14 stockbrokers. We give equal prominence to stockbrokers who don't pay to be featured. Commission doesn't impact scoring or the order of providers. Risk warning: all trading carries a risk of loss. Fees were correct at the time of publishing, however these can change. See our disclaimer.

The UK home of responsible financial journalism.


Editor-in-chief Simon Oates has empowered and advocated for private investors since 2011. Now a collective of 20+ contributors, Financial Expert offers a consistent & clear voice in these incredible times.


We'll highlight investment risks


We'll always disclose ads 


We'll only publish great deals



Thanks to you, we've also planted 10,000 trees through our sustainability partner Ecologi.

Find out more  |  Contact us  |  Work with us


Just starting out?


Get a feel for our content by dipping into our free investment courses, or our all-in-one beginners guide to investing. They're both totally free and will quickly get you up to speed. All articles: Foundation, Intermediate, Advanced and Other. Jargon explained: Definitions.


Popular articles


  • How to buy shares
  • How to invest in property
  • Compare stockbrokers
  • How to build an investment portfolio
  • Investing in emerging markets
  • Day trading for beginners
  • Overview of asset classes
  • The best finance books
  • Best crowdfunding platforms
  • How to invest in land
  • Best UK REITs
  • Find a financial adviser
  • How to invest in gold
  • Investing in commodities
  • How to invest £1,000
  • Best funds to invest in
  • The best venture capital trusts 
  • How to become an angel investor
  • How to get free shares
  • Avoid tax when investing
  • Best investment podcasts (UK)
  • Guide to investing in Bitcoin
  • The best forex brokers
  • Best companies to invest in
  • About
  • Work With Us
  • Write for Us
  • Contact
  • Privacy Policy
  • Disclaimer
Facebook

Copyright © Financial Expert Media Ltd