Investors are about to see capital gains taxes and dividend payments drop again, which only makes it more important that they invest as tax-efficiently as possible.
Those hoping for some reprieve from the upcoming halving of capital gains payments to £3,000 and dividend payments to £500 were disappointed by the budget.
Watch this episode of the Investing Show on the player above, where Simon Lambert, from This is Money, and Matt Conradi, from Netwealth, discuss what investors can do to make the most of the tax-free investment options they now have.
They also talk about what to do with their Isas and pensions before the end of the tax year.
Matt also explains how to create a financial plan that suits you and make your investments work.
He explains how investing in an Isa or a pension can help people earn more money, but also explains why investors shouldn’t let tax be the tail that wags the dog – and why for most a VCT isn’t worth it .
He also shares his thoughts on how to choose investments, why costs are important and how he helps clients create a financial plan.