The Paraplanners' Assembly Podcast

CGT and dividend allowance changes


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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?


In this lunchtime Assembly online, we were joined by Les Cameron from M&G Wealth to dig into the topic and consider the consequences for paraplanning of the changes.


Important: Because Les is talking about the contents of a presentation, it's definitely worth downloading his slidedeck (opens in PowerPoint online) and following along if you can.

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The Paraplanners' Assembly PodcastBy Paraplanners' Assembly