ep 155 | Trusts, tax rates and PIEs

If you hold some of your investments in a trust, your tax rate is going up next week. You might need to rethink the types of assets you own and the investment vehicles you choose, to ensure you’re not paying more tax than you need to. But beware, the impost might not be the showstopper some are suggesting it will be, and it doesn’t always make sense to build an investment strategy around tax minimisation. Fine-tuning could be the order of the day, rather than a dramatic recalibration of your approach. Whether you’ve got a trust or not, it’s an opportune time take a closer look at how your affairs are structured, just don’t let tax considerations alone drive your investment decisions.