Investing personal funds
You'll learn how to advise clients on selling personal investments strategically, considering both tax efficiency and practical outcomes.
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In this lesson
- 0:00 Selling investments and capital gains
- 0:23 Splitting disposals across tax years
- 0:42 Capital reliefs and loss allowances
- 1:24 Tax-efficient investments comparison
- 2:52 Raising finance through asset sales
- 3:33 Calculating post-tax proceeds
- 4:00 Non-tax considerations in asset sales
About this lesson
This lesson covers non-tax-efficient investments like shares and property, tax-efficient options including ISAs and EIS shares, and how to calculate the after-tax proceeds from asset sales. You'll discover key reliefs available (Business Asset Disposal Relief, Investors Relief), understand the different tax treatment of various investment types, and develop the skills to recommend which assets to sell and when—balancing tax minimisation with sensible financial planning.
Duration: 4m
Transcript
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