Insights
Insight, news and updates from the OLIM team
Irresponsible dividend tax changes favour growth over income
The feasibility of drawing a comfortable income from the dividends paid on mid-sized share portfolios has reduced dramatically in recent years. In April 2016, the Government replaced dividend tax credits with a £5,000 dividend allowance, whereby the first £5,000 of dividend income was tax free. The change, while welcomed by those with the smallest portfolios, […]
The 2018 OLIM Charity Conference
The OLIM Charity Conference attracted around 100 Trustees from a wide variety of charities and the feedback on the whole event was very positive. If you would like to be included on the invitation list for the next event please contact victoria.scott@olim.co.uk
The 2018 OLIM Charity Conference Slideshare
OLIM Charity Conference 2018 – Many thanks to all those who joined us at the RAC for our second conference ‘Charity Trustees in a Changing World’. The response to the event was excellent and the audience praised the quality and content of the presentations. Many attendees asked for access to the slides to share with their […]
Ten things a charity trustee should understand about investment performance
In this article I will attempt to provide a brief overview of ten concepts that I believe are helpful for understanding investment performance. The latter is often presented as a binary issue – performance is either positive or negative. However I hope that, in reading what follows, it will quickly become apparent that appraising performance […]