Insights
Insight, news and updates from the OLIM team
Finding equity investment income during the effects of the pandemic
Patrick Harrington, Managing Director of OLIM, looks at how charity investors can find reliable income from equities in an article in Charities Management Magazine – August 2020. To read the full article please follow this link
Trustees see economic uncertainty as biggest challenge
Charity Times writer Mark Evans reviews charity trustees research from the OLIM Charity Conference. For the full article please follow the link to Charity Times
The 2019 OLIM Charity Conference
‘Charity Trustees in a Changing World’ The 2019 OLIM Conference took place at the Royal Automobile club on Thursday 6th June. We would like to thank all those in attendance, and a big thank you to our wonderful guest speakers. We would like to take this opportunity to request your ideas on how we can […]
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, […]