News Alert: Chancellor to allow UK residents to purchase US ETFs!

For those UK residents who haven’t seen the news today, the Chancellor has announced a package of reforms. Reading into them, one is of particular interest to many UK Bogleheads (especially US citizens in the UK) – an intention to repeal the requirements for a KID/KIID, and quite explicitly to enable access to US ETFs.

Life Changes & Winding Down the ISA Experiment

Sometimes plans change, especially when we aren’t expecting it! Over the past few months, a few things have come together to cause us to make a decision to move next year. In short, we’ve always wanted to live further west (within England), further away from London. We only moved to our current area because I

S&S ISA Experiment – Mid-2022 Update

OK, a bit later that mid year, sorry! Let’s start with some pictures: Really, the explanation for my underperformance hasn’t changed from my January deep dive – my wife’s ISA, in smaller UK companies, has significantly underperformed the FTSE 100. Mine, in bigger companies more representative of the index, has actually slightly outperformed, but combined,

S&S ISA Experiment – January 2022

I don’t usually post about my ISA experiment every month (previous updates here), but January has been an interesting month. Obviously not just for my ISAs, but across the market. Some headline figures, to set the scene for those who haven’t been watching closely (good for you!): Market Representative ETF January Performance All World VWCE

S&S ISA Experiment – May 2021 Update

First update on my S&S ISA Experiment – I don’t know that I’ll actually do these monthly for the long term, but at least for now I’m curious to see how it’s doing. Quick recap of the experiment: Americans can’t hold index funds in a S&S ISA due to PFIC regulations 😦 But we can

S&S ISA Experiment – Getting Started

One of the triggers that got me started with this site was my recent experience of opening a Stocks & Shares ISA. I’d like to share my experience so far with all of you, in the hopes it might help if you’re in a similar situations. I’ll also post periodic updates, to see how this