For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website.
On-Demand Events
Direct investors at tax year end
Last Updated: 19 Jan 23 5 min watch
Event summary
Tax Year End is a time where many routine planning jobs will be considered, making use of the Capital Gains Tax (CGT) exemption, making your ISA contributions and possibly getting your portfolio in the best shape for the coming tax year.
For many years this may have become almost business as usual. But given the changes to dividend and CGT in the Autumn Statement, it’s perhaps a tax year to pause for thought.
Les Cameron (Head of Technical, M&G Wealth)
Cat McInally (Investment Business Development Manager, M&G Wealth)
On this event Les Cameron, Head of Technical at M&G Wealth, looked at the current tax landscape and what it means for those holding investments directly. He also looked at our new Tax Wrapper Comparison Tool and how it can help you with your analysis.
Les was also be joined by Cat McInally, Investment Business Development Manager, who brought the attendees up to date with our current insurance bond offerings and how our investment solutions can help you deliver good client outcomes.
100 minute video (approximately) I Structured CPD accredited by CII and CISI
Learning outcomes
By the end of this session, you will be able to:
- Describe the Income Tax and Capital Gains Tax treatment of directly held investments
- Evaluate the benefits of holding investments directly through an insurance bond wrapper
Claiming your CPD
1. The new CGT Annual Exempt Amount for individuals from 23/24 will be
a) £1,500
b) £3,000
c) £12,300
d) £6,150
2. The rate of tax on dividends within onshore insurance bonds is
a) 0%
b) 8.75%
c) 33.75%
d) 39.35%
3. CGT losses incurred in a tax year are offset against gains before the annual exempt amount is deducted. Is this
a) True
b) False
1. The new CGT Annual Exempt Amount for individuals from 23/24 will be :
a) £1,500
b) £3,000
c) £12,300
d) £6,150
2. The rate of tax on dividends within onshore insurance bonds is :
a) 0%
b) 8.75%
c) 33.75%
d) 39.35%
3. CGT losses incurred in a tax year are offset against gains before the annual exempt amount is deducted. Is this :
a) True
b) False
Before collecting your certificate please take a moment to provide us feedback on this session, please email prudential.distribution.team@prudential.co.uk
Complete the form below and we’ll email your CPD confirmation to you. Please use the email address that you would usually use when making contact with us.
Tech Matters
Ask an expert
Submit your details and your question and one of your Account Managers will be in touch.
