Personal Assets Trust (LSE:PNL) Tax Rate %: 6.54% (As of Apr. 2026)

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LSE:PNL Personal Assets Trust PLC LSE:PNL
34 GF Score
Price £5.55
! 4 Warning Signs
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What is Personal Assets Trust Tax Rate %?

Personal Assets Trust LSE:PNL +0.54% 34 Tax Rate % is 6.54% as of Apr. 2026. GuruFocus rates LSE:PNL with a GF Score™ of 34/100. The stock has 4 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. Personal Assets Trust's Tax Expense for the six months ended in Apr. 2026 was £0.7 Mil. Personal Assets Trust's Pre-Tax Income for the six months ended in Apr. 2026 was £10.8 Mil. Therefore, Personal Assets Trust's Tax Rate % for the quarter that ended in Apr. 2026 was 6.54%.

Personal Assets Trust Tax Rate % Related Terms

Personal Assets Trust Tax Rate % Historical Data

* Premium members only.

The historical data trend for Personal Assets Trust's Tax Rate % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Personal Assets Trust Tax Rate % Chart

Personal Assets Trust Annual Data
Trend Apr17 Apr18 Apr19 Apr20 Apr21 Apr22 Apr23 Apr24 Apr25 Apr26
Tax Rate %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.40 -75.50 13.64 5.27 1.59

Personal Assets Trust Semi-Annual Data
Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
Tax Rate % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 4.31 5.27 0.00 1.01 6.54
LSE:PNL
34GF Score
Personal Assets Trust PLC LSE:PNL
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
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Personal Assets Trust Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

Personal Assets Trust's Tax Rate % for the fiscal year that ended in Apr. 2026 is calculated as

Tax Rate %=Tax Expense (A: Apr. 2026 )/Pre-Tax Income (A: Apr. 2026 )
=1.64/103.381
=1.59 %

Personal Assets Trust's Tax Rate % for the quarter that ended in Apr. 2026 is calculated as

Tax Rate %=Tax Expense (Q: Apr. 2026 )/Pre-Tax Income (Q: Apr. 2026 )
=0.709/10.846
=6.54 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Tax Rate % →
What does a Tax Rate % of 6.54% mean?
Personal Assets Trust (LSE:PNL) has a Tax Rate % of 6.54% as of Apr. 2026.
Is Personal Assets Trust's Tax Rate % too high?
Personal Assets Trust's current Tax Rate % is 6.54%. Overall, Personal Assets Trust has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does Personal Assets Trust's Tax Rate % compare to BLK and BX?
Personal Assets Trust's Tax Rate % of 6.54% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tax Rate % for an Asset Management company?
A good Tax Rate % depends on the Asset Management industry context. However, Tax Rate % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. Personal Assets Trust's current Tax Rate % is 6.54%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Personal Assets Trust stock overvalued right now?
Personal Assets Trust (LSE:PNL) has a current Tax Rate % of 6.54%. The current Tax Rate % is 6.54%. Personal Assets Trust's overall GF Score™ is 34/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For Personal Assets Trust (LSE:PNL), the current Tax Rate % is 6.54% as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Personal Assets Trust Business Description

Address 28 Walker Street, Edinburgh, Scotland, GBR, EH3 7HR
Personal Assets Trust PLC is an investment trust for private investors, ranging from first-time savers to experienced investors. The Company carries on the business of an investment trust and has been approved as such by HM Revenue & Customs. Its investment policy is to protect and increase, in that order, the value of shareholders' funds per share over the long term.
34GF Score

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Tax Rate % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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