Webinar: Tax Masterclass #2 Capital Gains Tax

Webinar Timestamps

[00:00] Introduction and disclaimers
[02:00] News stories: Lloyds and Schroders’ advice business and what all-time highs in stocks have historically meant for future returns.
[12:19] Budget Speculation
[14:09] Today’s main topic – CGT – history, rates, exemptions &  allowances & Business Asset Disposal Relief.
[44:50] Recommendations to read, listen and watch!

Useful Resources

Schroders and Lloyds expected to part ways on wealth joint venture – FTAdviser
Should You Buy An All-Time High?
Capital Gains Tax: what you pay it on, rates and allowances: Capital Gains Tax rates – GOV.UK
CGT and share matching
Report and pay your Capital Gains Tax: If you have other capital gains to report – GOV.UK
The Psychology of Money – 5th Anniversary edition
Wendover Productions – YouTube
Wimbledon BookFest | London’s Leading Literary Festival
https://www.reuters.com/business/finance/lloyds-take-full-control… | Budget Webinar | Microsoft Teams