Investors are about to see the capital gains tax and dividend allowances slashed again, which only makes it more important that they invest as tax-efficiently as possible.
Those hoping for some respite from the imminent halving of the capital gains allowance to £3,000 and dividend allowance to £500 were left disappointed by the Budget.
Watch this episode of the Investing Show on the player above, where Simon Lambert, of This is Money, and Matt Conradi, of Netwealth, discuss what investors can do to make the most of the tax-free investing options that they have now.
They also talk about what they should do before the end of the tax year with their Isas and pensions.
Matt also explains how to come up with a financial plan that’s right for you and make your investments work.
He details how investing in and Isa or a pension can help people make more of their money, but also explains why investors shouldn’t let tax be the tail that wags the dog – and why for most a VCT isn’t worth it.
He also shares his thoughts on how to pick the investments, why fees matter and how he helps clients work out a financial plan.
