Lord Lee

Lord Lee Podcasts – Episode 2

  The second podcast for Lee and the IC  is now live -  "You can’t get selling right every time."  ShareSoc Patron Lord Lee has teamed up with the Investors Chronicle to produce a monthly podcast - "Lee and the IC".  The first episode, in September, focused upon dividends - particularly M&G, Aviva, Legal & General etc., and also touched on a number of Small Caps including Concurrent Technologies and Goodwin. As always, John Lee is a pleasure to listen to and he explains more about investing in ...

Lord Lee asks Parliamentary Question about Capital Gains Tax

Baroness Penn, Treasury, has provided the following answer to the written parliamentary question (HL3755) from Lord Lee, Patron of ShareSoc: Question: To ask His Majesty's Government what estimate they have made of (1) the number of additional taxpayers who will have to complete Capital Gains tax returns as a result of the proposed reduction in threshold, (2) the amount of additional tax revenue that is likely to be raised, and (3) the extra cost of administration that will be required as a result of ...

Takeover Guidance

Lord Lee of Trafford and Patron of ShareSoc has been invited to meet the new chief of the Takeover Panel, Ian Hart. This follows Lord Lee's actions earlier this year including a Parliamentary Question and a major article in the Times. Backed by ShareSoc, he lobbied for companies to let their owners (their shareholders) know as soon as possible about potential bids, even if they have to say “there can be no certainty that an offer will ultimately be made”. He ...

The Times, 15 Feb 2021, Investors left to fly blind on bid approaches

Lord Lee, Patron of ShareSoc was quoted extensively in this article in The Times about his concerns regarding disclosures surrounding takeovers. https://www.thetimes.co.uk/article/investors-left-to-fly-blind-on-bid-approaches-n6xlc2vv5 This was the second article in The Times about Lord Lee's concerns. https://www.thetimes.co.uk/article/takeover-panel-left-signature-aviation-shareholders-in-the-dark-m2752pd3w ShareSoc is fully aligned with Lord Lee and have issued a press release about this. https://www.sharesoc.org/sharesoc-news/press-release-116-requirements-of-public-companies-directors-regarding-takeover-approaches/

Daily Mail, 12 Feb 2021, Lord Lee locks horns with Takeover Panel

Lord Lee, Patron of ShareSoc is quoted extensively in this article in the Daily Mail about his concerns regarding disclosures surrounding takeovers. https://www.thisismoney.co.uk/money/markets/article-9254913/Lord-Lee-locks-horns-Takeover-Panel.html   ShareSoc are fully aligned with Lord Lee and have issued a press release about this. https://www.sharesoc.org/sharesoc-news/press-release-116-requirements-of-public-companies-directors-regarding-takeover-approaches/

Dividends – ShareSoc and UKSA send joint letter to FRC, FCA and BEIS

Many of our members are very concerned at the spate of recent dividend suspensions. Many members feel that private investors are much more concerned with the non payment of dividends than the problems at AGMs, about which we have blogged at length. Many members are somewhat surprised that ShareSoc have not pronounced on dividends, so it is timely to correct this. Not only are many private investors heavily dependent on dividends, so are many charities and pension funds. These points are very ...