#FinanceFriday Growing Your Money | Clarity with Capital Gains

28 February 2025 11:00

Learn effective strategies to manage capital gains and optimize your investments for tax efficiency. Growing Your Money: Clarity with Capital Gains is the third webinar in our three-part Tax Year-End series. This session will demystify the complexities of Capital Gains Tax (CGT) and Inheritance Tax (IHT), helping you understand how to manage gains and minimise tax liabilities before the 5 April deadline. Whether you’re selling investments or planning your legacy, this session will equip you with the knowledge to make informed decisions, grow your money, and protect your assets for future generations.

 
What you’ll learn:
You’ll gain a clear understanding of how Capital Gains Tax works and how to efficiently plan for the disposal of assets, ensuring you stay within the annual tax-free allowance. The session will also cover strategies to reduce the impact of Inheritance Tax, including the use of gifting and trusts. We’ll highlight common mistakes to avoid, and provide actionable steps to protect and grow your money, ensuring you make the most of available exemptions and reliefs before the tax year end.
 
Timings:
11:00 – 11:15 | Keynote with James Morpeth
11:15 – 11:30 | Moderated Q&A 
 
Who should attend:
This webinar is ideal for individuals who are seeking to manage CGT arising from share plan events or more generally, investment income, following the government budget, planning to gift assets, or looking to reduce their Inheritance Tax exposure. 


 

 

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