Skip to main content

On-Demand Events

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

Download the slides

Claiming your CPD

Tech Matters

Related

Ask an expert

Submit your details and your question and one of your Account Managers will be in touch.

Submit a question

Find us on LinkedIn

Sign up below where you will be the first to see any news, views or support we think matters. 

Sign up

M&G Wealth is a trademarked brand of the M&G plc group which encompasses M&G Wealth Advice Limited, M&G Wealth Investments LLP and Investment Funds Direct Limited. The legal entities under the M&G Wealth brand also work alongside The Prudential Assurance Company Limited, Prudential International Assurance plc and Prudential Distribution Limited in relation to the provision of certain products and services. To understand more about our businesses and brands, you can view the corporate and regulatory information for the aforementioned legal entities.