Tax Efficient Planning
Investment Tax
Explore our articles explaining how investments are taxed in the UK. Learn about capital gains tax, dividend tax and the key tax considerations investors may face when managing investments.
Articles
Investment Tax Explained: Capital Gains Tax and Dividend Tax in the UKThis article provides an overview of how investments are taxed in the UK, including capital gains and dividend tax.
Capital Gains Tax Explained: How Investment Gains Are Taxed in the UKThis article explains how capital gains tax works when selling investments or assets.
How to Reduce Capital Gains Tax LegallyThis article explains the main legitimate ways to reduce CGT using allowances, ISAs, pensions, spouse transfers and loss offsetting.
Dividend Tax Explained: How Dividends Are Taxed in the UKThis article explains how dividends are taxed in the UK and the key allowances involved.
ISA Allowance Explained: How ISA Limits Work in the UKThis article explains the annual ISA allowance, how it works and the different types of ISA available.
Bed and ISA ExplainedThis article explains how Bed and ISA works, the tax rules involved including the 30-day rule, and the practical points to consider before moving investments into an ISA.
Personal Savings Allowance ExplainedThis article explains how the Personal Savings Allowance works in 2026/27, the starting rate for savings, how interest above the allowance is taxed, and how it sits alongside ISAs.