Categories: Money

How to invest to beat tax raids – and what to do with your pension and Isa before the tax year ends: INVESTING SHOW

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Investors are about to see capital gains tax and dividend relief reduced again, which only makes it more important that they invest as tax efficiently as possible.

Those hoping for some respite from the impending halving of the capital gains allowance to £3,000 and the dividend allowance to £500 were left disappointed by the budget.

Watch this episode of the Investing Show in the player above, where This is Money’s Simon Lambert and Netwealth’s Matt Conradi discuss what investors can do to make the most of the tax-free investment options they now have.

They also talk about what they should do before the tax year ends with their Isas and pensions.

Matt also explains how to put together a financial plan that’s right for you and how to make your investments work.

It details how investing in an Isa or a pension can help people earn more money, but also explains why investors shouldn’t let taxes be the tail that wags the dog and why for most an APV isn’t worth it. .

He also shares his thoughts on choosing investments, why fees are important, and how he helps clients make a financial plan.

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