Paraplanners Assembly 2023: CGT and dividend allowance changes

Last Updated: 21 Feb 23 60 min watch

What was covered?

Big reductions in allowances for capital gains tax and dividends announced in last November’s autumn statement invite the question: should we be re-thinking how we use investment bonds and GIAs?

Les Cameron (Head of Technical, M&G Wealth)
Richard Allum (Paraplanners Assembly)

In this Assembly online, Les Cameron from M&G Wealth was joined by Richard Allum from the Paraplanners Assembly to dig into the topic and consider the consequences for paraplanning of the changes.

60 minute video (approximately)     

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 indirectly through an insurance bond wrapper

Claiming your CPD

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