Exploring The Role of the 4% Rule in Retirement Income Strategies
Key Takeaways The 4% Rule is helpful as a guide – a rule of thumb – to the level of income clients can expect from their retirement savings There are more sophisticated models that may provide better income in the early years of retirement and manage longevity risk There are a complex variety of factors […]
Exploring The Role of the 4% Rule in Retirement Income Strategies
Key Takeaways The 4% Rule is helpful as a guide – a rule of thumb – to the level of income clients can expect from their retirement savings There are more sophisticated models that may provide better income in the early years of retirement and manage longevity risk There are a complex variety of factors […]
Capital Gains Tax Course
Explore the fundamentals of Capital Gains Tax (CGT), including tax rates, exempt assets and what qualifies as a chargeable disposal.
Individual Savings Accounts – a guide to ISA investing
ISAs offer a tax-efficient way to save and invest; find out what they are and how they work
Individual Savings Accounts – a guide to ISA investing
ISAs offer a tax-efficient way to save and invest; find out what they are and how they work
Introduction to Capital Gains Tax (CGT)
In this module, we will explore the fundamentals of Capital Gains Tax (CGT), including tax rates, exempt assets and what qualifies as a chargeable disposal.
Calculating Capital Gains Tax (CGT)
In this module, we will begin with the fundamentals of Capital Gains Tax (CGT) calculations before introducing the Partial Disposal formula and principles of Share Matching.
Applying Allowable Capital Losses
In this module, we will explore how Capital Losses are applied in the Capital Gains Tax (CGT) calculation, examine the rules governing their timing, and analyse the impact of losses involving connected persons.
Capital Gains Tax (CGT) and Share Identification rules
In this module, we will take an in-depth look at the Share Identification Rules, focusing on the impact of timing when selling and repurchasing of shares/Units held in collective investment vehicles.
Personal Chattels
In this module, we will explore the key differences between Wasting and Non-Wasting Personal Chattels and examine the nuances of calculating Capital Gains and Losses on the disposal of Non-Wasting Personal Chattels.