9th February 2023
Direct Investors at Tax Year End (100 minutes)
On this event Les Cameron, Head of Technical at M&G Wealth, looked at the current tax landscape and what it means for those holding investments directly. He also looked at our new Tax Wrapper Comparison Tool and how it can help you with your analysis.
Following the session you should now be able to:
- Describe the Income Tax and Capital Gains Tax treatment of directly held investments
- Evaluate the benefits of holding investments directly through an insurance bond wrapper