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Investing tax efficiently

A guide to the complex world of tax on investment

1 May 2024

The UK tax system has grown increasingly elaborate, thanks to revenue-raising tweaks such as the freezing of many elements and multiple reforms of dividend taxation. As more changes are introduced, the complexities increase.

This guide offers a brief outline of how your investments are currently taxed and future changes (or freezes) that have already been announced. The Covid-19 pandemic hit government finances hard and ever since, successive Chancellors (and their Scottish counterparts) have been taking significant steps to raise revenue

Download the handy PDF guide

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