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Investors anticipate tax rises, survey finds

A recent Wealth Club survey indicates that 98 per cent of investors are preparing for an increase in taxes within the next year.

  • 98 per cent of investors expect tax rises in the coming year.
  • John Healey has been appointed Chancellor.
  • Consumers are showing more upbeat behaviour, particularly for big brands in beauty and personal care.

A recent Wealth Club survey has revealed that 98 per cent of investors are bracing for a rise in taxes over the next year. This comes as Andy Burnham rose to power, leading to increased tax speculation within the City.

Financial commentator Susannah Streeter advises investors against making wholesale changes to portfolios based on speculation, suggesting that reacting too early can be costly. Instead, she recommends utilising existing tax-efficient wrappers such as ISAs and pensions, or Venture Capital Trusts, Enterprise Investment Schemes, and Seed Enterprise Investment Schemes for those who understand the associated risks.

The appointment of John Healey as Chancellor has been noted, with military leaders reportedly feeling a sense of relief due to his understanding of defence capabilities. Governments are also facing significant support and reconstruction bills following extreme weather events, which are expected to increase spending on infrastructure and resilience efforts.

On the high street, there are encouraging signs of more upbeat consumer behaviour, partly attributed to events like Wimbledon and the World Cup. Unilever's results highlight strong performance for trusted brands, particularly in beauty and personal care, where consumers are buying more products rather than just paying higher prices. However, loyalty is less pronounced in groceries, with shoppers more likely to compare prices.

Why this matters: The anticipation of tax rises could influence investment strategies and financial planning for many individuals and businesses.

What this means for you: If you are an investor, you may be considering how potential tax rises could affect your portfolio. Financial commentators suggest focusing on tax-efficient investment wrappers rather than reacting to speculation.

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