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Capital Gains Tax - Planning


21 March 2024
Beware automatic encashments - don't let your clients get caught out
Why the second round of reductions to the annual exempt amount make automatic encashments (e.g. to fund an ISA) more dangerous after 5 April

27 February 2024
Beware capital gains tax when making gifts for inheritance tax effectiveness
The CGT implications of lifetime gifts of chargeable assets. Weighing up the potential IHT benefit against the CGT detriment

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