MMP147: Capita Gains Tax Planning & Inheritance Tax Planning
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 17 February 2016
⏱️ 32 minutes
🧾️ Download transcript
Summary
Last week, we covered Income Tax planning, but there’s a whole world of planning you can do outside of that, to feather your own nest. In today’s show I’ll cover the two other main personal taxes, and look at how you can do some good solid Capital Gains Tax planning and Inheritance Tax planning
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Capital Gains tax planning & Inheritance Tax planning
Capital Gains Tax (CGT) and Inheritance Tax (IHT) - both will likely figure at some point in your investing career, if they haven’t already.
But CGT and IHT are most definitely able to be planned around, and I’m here to be your guide. All tax allowances and rates are for the 2016/17 tax year, and this is UK-only folks - apologies to my overseas listeners. Check out the archive!
In this session, you'll discover:
- How capital gains tax works
- What CGT is charged upon and how it is calculated
- Why it might be a good idea to make a loss from time to time
- How to make the best use of your assets for Capital gains tax planning
- Which kinds of investments are advantageous for CGT
- How Inheritance Tax works
- What the Nil Rate Band is, and how it is changing
- The three best ways to reduce your IHT liability
- How to best execute your Inheritance Tax planning strategies
Everything I cover in this session will be enough for most people to never pay either Capital Gains Tax or even Inheritance Tax. Most of us don't have big issues with these taxes, but just need to know the best ways to work around them.
Resources mentioned in this show
Podcast: Personal Taxation Overview
Podcast: Income Tax Planning
Video: Enterprise Investment Schemes
Transcript: As always, there is a full transcript of this show available by clicking the big blue button below:
Join the conversation
I love to read and respond to your comments, so please do join in and share. Question: What capital gains tax planning and inheritance tax planning measures have you taken?
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Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hi folks and welcome to the Meaningful Money podcast session number 147. |
| 0:04.5 | Oh, when I think of all my hard-earned tax dollars going to pay a bunch of little |
| 0:09.7 | twig boy bureaucrats like you, it just makes me want to, oh, God, it just... |
| 0:16.9 | This is the podcast dedicated to helping you put your finances in order. |
| 0:28.7 | My name is Pete Matthew and I'm going to share with you everything you need to know and everything you need to do to secure your financial future. |
| 0:35.5 | I'm here to help you make sense of money. |
| 0:46.2 | Woo-hoo. You know, every time I do that, I get a little bit excited because I love to get behind |
| 0:50.4 | the microphone and talk about this stuff, knowing that there are thousands of you out there listening. |
| 0:55.1 | I'm so grateful to everybody who shows up week after week to listen to this podcast. |
| 0:58.9 | Now, last week we covered income tax planning. |
| 1:01.9 | But there is a whole world of planning you can do outside that, |
| 1:04.4 | just to sort of feather your own nest for the future, |
| 1:06.7 | and you don't need to be a gazillionaire footballer to take advantage of plenty of angles for tax |
| 1:12.1 | planning. So in today's show, I'm going to cover the other two main personal taxes, income tax |
| 1:16.9 | last week, the other two this week. And so we're going to look at how you can do some good solid |
| 1:20.9 | capital gains tax planning and inheritance tax planning. Okay. As usual, after that, I'll look at the most recent reviews, |
| 1:28.5 | which have been left, give you a weight loss update, as usual, and announce what I'm going to be |
| 1:32.2 | talking about next time. Okay, but first, as always, this podcast is brought to you with the help |
| 1:36.8 | of seven investment management. Now, they're a firm of investment managers based in London, |
| 1:40.8 | and they specialize in multi-asset investing, which brings institutional class |
| 1:45.5 | investing techniques to ordinary people, just like you and me. And they continue to put their |
| 1:50.3 | name to my show and to the site because they believe in what I'm doing, which is trying to get |
... |
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