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CGT: make sure you do your homework.
4th August 2014
David Cassidy, CEO, WEALTH at work comments in The Times on how investors in sharesave schemes should think about ways of sheltering some of their gains from Capital Gains Tax (CGT).
Cassidy comments “You make a gift of shares to your partner and it is always advisable to put down on paper what you are doing so that there is a record of the transaction.” Speaking about ISAs, Cassidy says “You need to check whether your intended ISA manager will accept these so-called in specie transfers. The majority won’t so you need to do your homework.”
Please see The Times to learn more.
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