Tax planning for investment portfolios

Presented by

Neil Jones, Canada Life

About this talk

When creating a portfolio, the choice of tax wrapper can directly impact the net returns for an investor. The choice between wrapped and unwrapped investments can generate a variety of tax liabilities and the uncertainty over future tax changes can generate questions. It is important for advisers to understand the differences between the different tax regimes and how these can impact the net returns for clients. Learning objectives: • How income tax and capital gains tax apply to different tax wrappers. • When chargeable gains will arise under onshore and offshore investment bonds. • When income tax and capital gains tax can arise on investment assets. • Different ways to release money from an investment and the tax consequences. • A look at some of the opportunities under the current tax regimes. • Compare the advantages and disadvantages of different tax wrappers.

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