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.
EIS and SEIS ExplainedThis article explains the Enterprise Investment Scheme and Seed EIS — 30% and 50% income tax relief, the three-year holding period, capital gains deferral and reinvestment relief, and the risks of total loss.
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.
Family Investment Companies ExplainedThis article explains how family investment companies work — split share classes, the director's loan, corporation tax inside the company, and the double tax charge on extraction.
Do You Qualify for Business Asset Disposal Relief?This article explains who qualifies for Business Asset Disposal Relief — the 18% rate from April 2026, the £1m lifetime limit, the 5% tests, the two-year qualifying period and where claims fail.
The 4-Year FIG Regime ExplainedHow the 4-year foreign income and gains regime works for returning UK expats: who qualifies, what it covers and what a claim costs.
Gift Hold-Over Relief ExplainedThis article explains how gift hold-over relief defers capital gains on gifts of business assets and shares, the two forms of the relief, the restrictions and how to claim.
The 60-Day Capital Gains Tax Deadline On UK Property ExplainedThis article explains the 60-day deadline to report and pay capital gains tax on UK residential property, when the clock starts at completion, how the payment sits alongside Self Assessment, and the wider rule for non-UK residents.
Temporary Non-Residence ExplainedThis article explains the temporary non-residence rules, the four of seven and five year tests, what gains and income are pulled back into charge on a return to the UK, and how UK property is treated differently.