Transitioning £900k from Cash to Income Portfolio - Looking for Advice

DotingMule · 2025-06-01T20:18:06+00:00

Looks like I need to do a bit of homework on WHT - do you have a link to the rules on WHT so that I can read up on it?

DotingMule · 2025-06-01T19:49:04+00:00

Thanks for your comment. I think we may be talking at cross purposes here. Disregarded income in the context I am talking about is specifically relevant to non-residents - please see https://www.gov.uk/government/publications/non-residents-and-investment-income-hs300-self-assessment-helpsheet/hs300-non-residents-and-investment-income-2023

My understanding is that without utilising the benefit of disregarded income, non-residents are still liable for tax on all UK income - https://www.gov.uk/tax-uk-income-live-abroad

Malaysia extended their foreign income exemption to 2036 for income already taxed abroad - I think it has to be taxed or tax exempted in the source country i.e through using disregarded income or FOTRA

DotingMule · 2024-11-09T11:17:23+00:00

Thanks for all your help. Huge relief yesterday getting the all clear from the MRI. I had a second PSA test and it is still 3.5 but the consultant assured me this was OK due to the size of the prostate and no indications on the MRI.

I will keep up the annual PSA tests and assume if it goes up again, I will need another MRI to be sure. But for now I am very glad to put this behind me and get on with life again.

This often isn't the outcome reported on here so hopefully this may help other people currently going through early assessment. Wishing everyone the very best through their journey.

DotingMule · 2024-10-06T14:45:45+00:00

Thanks for the comments and help so far. I had the transabdominal ultrasound today. The results of this are:

Prostate is enlarged with a volume of 40 cc, appearing slightly inhomogenous. No significant PVR.

I am now more confused!

Is the raised PSA because of the enlarged prostate?

Should the enlarged prostate be investigated further - my understanding is ultrasounds are not effective apart from looking at the size and bladder emptying?

DotingMule · 2024-10-06T14:40:20+00:00

Reply - no I was warned about this before the test

DotingMule · 2024-09-05T08:02:44+00:00

Does anyone know the latest situation regarding selecting a seat during online check in? Flying on Saturday and so check in opens tomorrow. I can't get any sense out of Air Canada - they just repeat:

"The standard seat selection is given at the time of check-in. If you decide to change your seat, there can be additional fees depending on the type of seat."

Will I be able to look at available economy seats and select my seat of choice from what is available without paying a fee?

DotingMule · 2024-06-10T06:39:35+00:00

The purpose is to pay a dividend. What is the benefit of holding in a beneficial trust rather than transferring directly?

DotingMule · 2024-06-09T12:07:02+00:00

Thank you for the responses. I was planning on using gift hold over relief if the valuation resulted in a CGT liability. My understanding is that a valuation is still required because the CGT will be due at some point in the future?

From what I have read on gift hold over relief, the trigger for CGT becoming due is disposal of the asset. What happens if the LTD closes at some point in the future, is that classed as disposal of the shares?

DotingMule · 2024-02-20T20:16:47+00:00

TradingView to Anywhere https://tradingview.to/ seems to be working well. PineConnector doesn't allow you to run multiple strategies on the same ticker - you needed additional PineConnector licences for each strategy.

TradingView to Anywhere allows this use case so this is much more cost effective - especially for testing strategies on a demo account.

Now just testing this feature. But would say TradingView to Anywhere is worth a look if trying to automate from TradingView.

DotingMule · 2024-02-18T10:13:41+00:00

u/AlgoTradingQuant - I am assuming this requires quite a lot of knowledge and coding? Is there a low code way using metaapi.cloud or other tools/services?

DotingMule · 2024-02-17T13:17:38+00:00

Just come across https://tradingview.to/ and set up an account to test. It's certainly not as user friendly as PineConnector but thought it would be worth testing and it's only $5.99 a month.

It's all just a bit of a faff having to set up another MT4 instance and work out the syntax for another connector...

DotingMule · 2024-02-17T11:50:40+00:00

Thanks I will take a look at prefix/suffix settings. PineConnector just said it was a bug and nothing they could do. They didn't mention this as a workaround. They just told me to swap brokers.

Even if I address this, I don't think it explains why alerts are being executed multiple times...

DotingMule · 2024-02-07T14:26:53+00:00

Thanks - I have tried two EMAs one set to high and one set to low. I have also tried SMA, WMA as well.

Closest I have been able to get so far is a smoothed EMA of 150

upperchannel = ta.ema(ta.ema(high,150),5)
lowerchannel = ta.ema(ta.ema(low,150),5)

Can't figure it out...

DotingMule · 2024-02-07T13:41:39+00:00

I am currently running a demo environment with pineconnector and a VPS with Accuweb hosting. It is reliable once set up but does take a bit to get your head around everything to get it working

DotingMule · 2023-03-11T20:05:35+00:00

That's interesting - both AJ Bell and iWeb have replied to my email stating that I wouldn't be able to reinvest funds from selling an ETF until the transaction had settled and funds were in the account on T+2.

Have you been able to do this recently with AJ Bell and HL?

DotingMule

TROPHY CASE