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Investment and capital gains tax planning for 2023 and beyond

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Investment and capital gains tax planning for 2023 and beyond

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Key takeaways

  • Describe the different CGT reliefs, allowances and exemptions
  • Demonstrate a good working knowledge of the taxation of investing via collectives for individuals
  • Understand the CGT implications of rebalancing a portfolio of collectives
  • Describe how share pooling impacts CGT computations
  • Describe the practical implications of lower CGT and dividend allowances for investment advice
  • June 2024
  • 60mins
  • structured CPD
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Investment and tax

Investment and capital gains tax planning for 2023 and beyond

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structured CPD

Investment and capital gains tax planning for 2023 and beyond

2024-06-25 09:07:39
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4 September 2023
Investment and capital gains tax planning for 2023 and beyond
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Investment and capital gains tax planning for 2023 and beyond

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