Paraplanners Assembly 2023

CGT and dividend allowance changes

We hope you found our Paraplanners Assembly on CGT and dividend allowance changes helpful.  You should now have achieved the objectives of being able to understand:

  • 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

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The M&G Wealth Platform is provided by Investment Funds Direct Limited, registered in England and Wales No. 1610781. Registered Office: 10 Fenchurch Avenue, London EC3M 5AG. Authorised and regulated by the Financial Conduct Authority: 114432.

Investment Funds Direct Limited is a subsidiary of M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.