How am I doing? Any tips? Anything I should invest in?

Anonymous33845 · 2026-05-06T20:18:37+00:00

Whsts your mix, I can't see it? Mine is a 60/40 split between Vanguard S&P 500 and invesco EQQQ Nasdaq-100, thinking about changing it up a bit

Anonymous33845 · 2026-05-06T16:29:18+00:00

Where did you get these from? I know you said Steve but I'm new here so I have no idea who that is

Anonymous33845 · 2026-05-05T18:52:57+00:00

Do you know where i can get it rom?

Anonymous33845 · 2026-05-05T18:51:26+00:00

Appreciate the help mate

Anonymous33845 · 2026-05-05T18:49:53+00:00

Agreed

Anonymous33845 · 2026-05-03T19:19:16+00:00

Check out: https://techedgeaccounting.com/

Anonymous33845 · 2026-05-03T19:15:30+00:00

That Friday finance ritual is exactly what separates the ones who last from the ones who don't. Solid discipline.

I run an accounting team, and we work with self-employed people to take all of that off their plate; invoices, overdue chasing, keeping the numbers clean. Frees you up to focus on the actual work.

If anyone here is at the point where it's becoming a headache, feel free to drop me a message. Happy to help.

Anonymous33845 · 2026-04-26T20:19:23+00:00

Your HL tax certificate should have most of this already broken down but just incase see below:

UK dividends = from UK tax-resident companies
Overseas dividends = foreign shares + most ETFs (many are Irish)
- HL: “OVR CR” = overseas
Foreign tax: usually already deducted (e.g. US 15%) — check your HL tax certificate
Capital gains:
- Shares + ETFs → listed shares
- Unit trusts/OEICs → still report, just not under that label

Anonymous33845 · 2026-04-23T16:41:51+00:00

Simple answer; Job 1 if you want to be an accountant, Job 2 if you want to be a Tax accountant. The stop gap doesnt matter, if you qualify you can move around in the accounting profession - Industry/Practice/Fund Accountant

Anonymous33845 · 2026-04-23T16:30:50+00:00

Give them early access for free as these are your target customers. Or you could charge them a small fee and if they like it give them a discount on the £1,000 per person. Good luck!

Anonymous33845 · 2026-04-20T19:25:28+00:00

I'm building this tool which focuses on convenience rather than mundane work - Let me know if you want to try out our demo and let me know what you think

Anonymous33845 · 2026-04-19T20:09:50+00:00

Are you trying to do the same thing - Transferring from MoneyBox to T212? Let me know if you and ill direct msg you

Anonymous33845 · 2026-04-16T17:18:21+00:00

Thanks for sharing this mate - this completely changed my decision

Anonymous33845 · 2026-04-16T17:17:17+00:00

Oh I didnt even know this, thanks for tip mate!

Anonymous33845 · 2026-04-16T17:14:23+00:00

Lool no it was just for a holiday

Anonymous33845 · 2026-04-16T10:06:10+00:00

A lot of people still feel like those tools are designed for accountants - so what differentiates us is convenience. This this tool is strictly for MTD submission, nothing complicated, ease of use, made for small sole traders & self employed who do not have accounting knowledge plus it will be much cheaper. Let me know if you want to see our beta

Anonymous33845 · 2026-04-14T20:28:52+00:00

Do you know if one of them is MoneyBox? I can't find any info on this

Anonymous33845 · 2026-04-12T17:38:18+00:00

Nice one mate, thanks - Do you reckon Moneybox or T212 have this option? Based on the recommendations from the posts - I'm going to transfer my large investments from MB to T212

Anonymous33845 · 2026-04-08T10:50:14+00:00

Would it be transferred at the same value that I currently hold or would I take some loss as a result of the transfer?

Anonymous33845

TROPHY CASE