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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