Why PIE managed funds are preferable to direct shares and bonds

Article written by Anthony Edmonds – 17th June 2024

I’ve heard a few times recently where financial advisers have said they don’t take tax into account when making investment recommendations.

I find this really odd.

In designing any portfolio your objective is to provide future funding to pay future liabilities, or in other words, expenses. Given that you can only use after-tax dollars to pay for things, taking tax into account when designing investment […]