Your investment

Value your investment
If you hold a share certificate you can find out the value of your shares by visiting the Capita Registrars share valuation tool. To find out more about Capita Registrars services visit www.capitaregistrars.com/.


There are a number of ways in which you can invest in the trust. Shares can be bought and sold through a stockbroker, share shop or bank, or fund supermarket.

Alliance Trust Savings administer the Martin Currie FundsCirlce savings plan, ISA and PEP. Shareholder queries should now be directed to 01382 201900 for existing investors and 08000 326323 for new investors, or contact@alliancetrusts.co.uk.

You can invest in the Investment Trusts we manage through wrappers from other suppliers. One of these is Alliance Trust Savings.


What about tax?
If you are a UK investor, holding shares means that you will have two areas of potential tax liability to think about - income tax and capital gains tax.

When income is distributed, reinvested or accumulated, income tax at a rate of 10% is deducted from the amount distributed, reinvested or accumulated. If you pay tax at the basic or lower rate, no further tax is payable on the income. But if you pay tax at a higher rate, additional income tax is payable on the income.

Capital gains tax - for more information on this tax and the current limits, Directgov's website has everything you need to know.

Investing in an ISA lets you shelter income from stockmarket investments and savings from income and capital gains tax. Money made clear website gives an excellent explanation of this investment wrapper. 

Although you can no longer add contributions to a PEP or open a new one, you can still hold previous PEP investments and continue to enjoy tax-free returns.

The above applies only to UK residents for tax purposes. If you are in any doubt about your tax position, you should consult a professional adviser. Tax levels and levels of relief may change and depend on your individual circumstances.