Investor Views: "I'd Like to Reduce my Inheritance Tax Bill"

Private investor Kenneth Shaw has built a sizeable investment portfolio which he hopes to pass on to his grandchildren

Emma Simon 31 January, 2017 | 8:00AM
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Kenneth Shaw, 71, only started investing seriously in the last 10 years, after he reduced his working hours, and then retired from his job as a sales director for a large telecommunications company.

He explained: “I’d dabbled in investing in the past but have only really been taking a more serious interest in investments in the last six to eight years. During this time interest rates have fallen and the return I’d have got from keeping my money in the bank has plummeted. So all in all I’ve been very happy with my investments.”

Shaw his wife, who live in South London, invest in both funds and direct shareholdings, which are held in an ISA and ordinary investment account with Selftrade.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Baillie Gifford British Smlr Coms A Acc872.03 GBP-1.59Rating
Fidelity India Focus A-EUR71.74 EUR-3.74Rating
Franklin India A(acc)USD50.92 USD-4.45Rating
GlaxoSmithKline PLC1,510.80 GBP0.00Rating
National Grid PLC1,002.20 GBP0.00Rating
Threadneedle (Lux) Pan Eurp SmCp Opps AE59.99 EUR-1.04Rating

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for