MMP148: Tax-efficient investing checklist
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 24 February 2016
⏱️ 31 minutes
🧾️ Download transcript
Summary
This month on MeaningfulMoney, we have dived deep into the world of tax planning, and I have hinted about tax-efficient investing as I’ve gone along. This week I want to give you a comprehensive checklist to everything you need to KNOW and then everything you need to DO to make the most of the many tax planning angles available to you when you are investing.
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This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support. You can see what they’re up to at 7im.co.uk
Tax-efficient investing Checklist
By now, you know how I feel about tax. It’s necessary to pay it, even our duty to pay it in order to contribute to society.
But part of living in a developed economy is that the government uses tax breaks to encourage investing in certain ways. It’s those tax-efficient investing techniques I want to explore today. What I go through today will be all that 98% of you ever need to do.
If you tick off these things you’ll save as much tax as it is possible to save when investing. Any other questions or comment, leave them in the show notes.
Resources mentioned in this show
Blog: Contrived Tax Planning
Checklist: Click the big yellow button below to download the checklist so you can tick off each step
Transcript: As always, there is a full transcript of this show available by clicking the big blue button below:
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Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money podcast session number 148. |
| 0:05.2 | I represent a group of investors from a nearby planet. |
| 0:17.1 | This is the podcast dedicated to helping you put your finances in order. |
| 0:22.8 | My name is Pete Matthew and I'm going to share with you everything you need to know |
| 0:25.7 | and everything you need to do to secure your financial future. |
| 0:29.5 | I'm here to help you make sense of money. |
| 0:47.2 | Here we are again folks session number 148 and this month on meaningful money we've dived pretty deep into the world of tax planning i've hinted as i've gone along and mentioned briefly tax |
| 0:52.0 | sufficient investing uh as we've done that. But this week, |
| 0:55.2 | I want to give you a comprehensive checklist, everything that you need to know, and then everything |
| 0:59.3 | you need to do to make the most of the many tax planning angles available to you when you are |
| 1:04.4 | investing. Sound okay? Cool. We'll get to that in a minute. And after we've gone through that, |
| 1:09.3 | I'll look at the most recent reviews, which have been left, an absolute purler this week from General Call, are they all taken? It's an updated review, but it's so good I had to read it. So stay tuned for that. And obviously, I'll announce what I'm going to be talking about next time. We'll be in a new month next time. Session number of 149 will be the first week of March, so we'll be moving into a new season. Now, remember, as I remind you every week, this podcast is brought to you with the help of seven investment management. Now, they're a firm of investment managers based in London, and they specialize in multi-asset investing, something I preach about here all the time. |
| 1:44.9 | And that is a way of bringing institutional level investing techniques to ordinary people like |
| 1:49.5 | you and me, right? Now 7.I.M. continue to put their name to my show and put their logo on the |
| 1:53.9 | site and they pay me to do that because they're keen to support me in what I'm doing, trying to get |
| 1:58.2 | decent, easy to understand financial information out to the world. So I'm really grateful to them for that support. I wouldn't want to do it without |
| 2:04.1 | them. So please do check out what they're up to. They're over at 7im.com.uk. That's the number 7im.com |
| 2:10.4 | at UK. Go check them out. Okay. By now, you've probably got a good idea about how I feel about tax. Okay, I think it's necessary to pay it. |
| 2:19.3 | I even think it's our duty to pay it in order to contribute, really, to society. |
| 2:24.8 | Cue a few people clicking the stop button. |
| 2:28.4 | But no, I do. |
| 2:29.3 | I think it's our duty to pay some tax at least. |
... |
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