CGT and dividend allowance changes: what do they mean for bonds and GIAs?
Wednesday 8 February 2023 1pm - 2pm
What's being 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?
In this lunchtime Assembly online, we’ll be joined by Les Cameron from M&G Wealth to dig into the topic and consider the consequences for paraplanning of the changes.
Over the course of an hour we expect to cover:
- the tax landscape and recent changes
- how the internal tax on investment bonds works
- pros and cons of each tax wrapper
- planning opportunities before and after tax year end
- how rebalancing, bed and ISA, DIMs and self assessment fit into planning
We'll bring it all together with some case studies and a look at M&G's new tax wrapper comparison tool.
How do I join?
To find out more and register head over to the Assembly's events page.
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Meet the team
Richard Allum - Paraplanners Assembly
In additional to his day job with outsourced paraplanning business The Paraplanners, Richard is one of the founding volunteers of the Paraplanners Powwow.
Neil MacLeod - Technical Manager M&G Wealth
Neil has worked in financial services for nearly 20 years. Before joining Prudential, Neil worked in various roles within a Bank and IFA environment. This has involved providing financial advice to individuals as well as support for advisers in paraplanning and compliance roles. Neil joined the technical team in 2016.
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Catch up on our previous Assemblies
2022 Assemblies
Check out our series of CPD webinar recordings and support materials on topics such as Trusts, IHT, Tax and CRPs.
2021 Assemblies
Check out our series of CPD webinar recordings and support materials on topics such as the lifetime allowance, IHT and CRPs.
2020 Assemblies
Catch up on the series of CPD webinar recordings and support materials on topics ranging from PROD to building CIPs and CRPs and taxation.