Brown Shipley’s Head of Wealth Planning, Roger Clark and Wealth Planning Client Director, Rebecca Williams come together to present our latest podcast.
Roger and Rebecca share their views on recent press coverage around the threat of a UK wealth tax and changes to the Capital Gains Tax regime. They discuss the forthcoming Budget on March 3rd and what action to consider taking before the end of the tax year on 5th April.
The podcast covers:
- Thoughts on a potential UK wealth tax
- A summary of the Office of Tax Simplification (OTS) report on Capital Gains Tax (CGT)
- What might be expected in the Budget
- End of year tax planning
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The podcast refers to the following supplementary information.
• Investing puts your capital at risk.
• Tax treatment depends on your individual circumstances and are subject to change.
The podcast is provided by Brown Shipley for information purposes only. It does not constitute wealth planning or investment advice and must not be treated as a recommendation.
Brown Shipley’s Wealth Planning Service can involve investing your capital, which places it at risk. Investment risk means the value of your investments or any income can fluctuate and you may not get back some, or the entire amount invested. We recommend you seek professional tax advice to understand your personal tax liabilities. This will depend on personal circumstances and the prevailing tax rules, which are subject to change.
Tax planning is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
This podcast is issued and approved by Brown Shipley which is a trading name of Brown Shipley & Co Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales No. 398426. Registered Office: 2 Moorgate, London EC2R 6AG. Brown Shipley's parent company is Quintet Private Bankers (Europe) S.A. which, from Luxembourg, heads a major European network of private bankers.
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