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Basic taxation

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Introduction

Context

Minimising your tax bill is legal and sensible. To get it right, you need to make sure that your investments are held in the right hands, in the right 'wrapper', and that the benefit you get from them (whether income or capital gain) arrives in your hands at the right time.

Prior knowledge required

None.

Contents

1. Your tax breaks courtesy of the government
2. Keep it legal
3. Income tax - first principles
4. Income tax - keeping it in the family
5. Capital gains tax (CGT)
6. How to avoid CGT on your share portfolio
7. Inheritance tax (IHT) planning
8. The most popular tax efficient investments
9. The tax treatment of collective funds
10. Tax efficient but may be very risky
11. Self assessment - who needs it?
12. Self assessment - key dates
13. Do you need an adviser?
14. Conclusion