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How to avoid tax creep in retirement

The state pension went up 8.5% in April, but frozen thresholds mean pensioners will be paying more tax

John Hancock Investments - John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY)

NYSE - Nasdaq Real-time price. Currency in USD

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4.9600

-0.0700

(-1.39%)

As of 03:41PM EDT. Market open.

Major holders

Currency in USD

0.18%	% of shares held by all insiders
29.00%	% of shares held by institutions
29.05%	% of float held by institutions
28	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Clough Capital Partners, LP	369,015	30 Dec 2023	3.38%	1,830,314
1607 Capital Partners, LLC	311,902	30 Dec 2023	2.86%	1,547,033
Almitas Capital LLC	163,125	30 Dec 2023	1.49%	809,100
LPL Financial LLC	148,523	30 Dec 2023	1.36%	736,674
SIT Investment Associates Inc	98,631	30 Dec 2023	0.90%	489,209
Osaic Holdings Inc	89,485	30 Dec 2023	0.82%	443,845
UBS Group AG	78,773	30 Dec 2023	0.72%	390,714
Morgan Stanley	68,014	30 Dec 2023	0.62%	337,349
Epoch Investment Partners, Inc.	66,133	30 Dec 2023	0.61%	328,019
Rivernorth Capital Management, LLC	65,409	30 Dec 2023	0.60%	324,428

Holder	Shares	Date reported	% out	Value
RiverNorth Capital & Income Fund, Inc.	65,409	30 Dec 2023	0.60%	324,428
Cornerstone Strategic Value Fund	40,657	30 Dec 2023	0.37%	201,658
Cornerstone Total Return Fund	21,258	30 Dec 2023	0.19%	105,439
Rydex Series Funds-Multi-Hedge Strategies Fund	2,429	30 Dec 2023	0.02%	12,047
Rydex Variable Trust-Multi Hedge Strategies Fund	1,351	30 Dec 2023	0.01%	6,700