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Tag: Capital Gains Tax

Home News Capital Gains Tax
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Be More Tax Aware

Fiducia Wealth Management Posted in Corporation Tax, Financial Planning (+15 more), on 02.03.23 Read It’s not exactly a huge secret…but the end of the 2022/23 tax year is fast approaching. What can you do to ensure you are...

The Fiducia End of Tax Year ‘Checklist’

Fiducia Wealth Management Posted in Financial Planning, Annual Allowance (+4 more), on 04.02.22 Read The end of the financial tax year will soon be upon us all (5th April) and time is running out to complete those tax year...

Tax year end planning 2020/21 – our top 10 checklist

Fiducia Wealth Management Posted in Financial Planning, BPRA | Inheritance Tax | Fiducia Wealth Management (+9 more), on 15.02.21 Read The past year has been incredibly unpredictable, but one thing that’s guaranteed is taxes. We know that the emotional strain...

Exemptions for the new tax year – All you need to know

Fiducia Wealth Management Posted in Financial Planning, Annual Allowance (+6 more), on 19.02.20 Read The end of the tax year is fast approaching and it’s important to use the next few weeks to organise your finances. You...

Use it or lose it – know your limits

Fiducia Wealth Management Posted in Financial Planning, Annual Allowance (+6 more), on 24.02.20 Read It’s that time of year again…the run-up to the tax year end on 5th April 2020 provides an opportunity to finalise your...

Financial advice is for the many, not the few

Fiducia Wealth Management Posted in Financial Planning, Financial Advice on 06.01.20 Read Question: Who needs more help with their money? A millionaire? Or someone getting by month to month? Of course, it’s a...

Five simple tax year end planning considerations

Fiducia Wealth Management Posted in Inheritance Tax, JISA on 16.01.14 Read The start of a New Year focuses the mind, so we would like to highlight 5 time-critical financial actions you should consider...

Year End Planning: Tax

John Millican, Chairman Posted in Tax Planning, Capital Gains Tax on 29.02.12 Read Inheritance Tax (IHT) The draft Finance Bill clauses released in December confirmed that the IHT nil rate band will be...

2011 Budget Analysis and Planning Issues

Fiducia Wealth Management Posted in Financial Advice, Saving & Investing for Children on 26.09.11 Read 2011 BUDGET While the 2011 Budget revealed few surprises, there are certainly planning opportunities to consider in the new...

Emergency Budget

Fiducia Wealth Management Posted in Tax Planning, Tax Relief on 20.07.10 Read Emergency Budget The first Budget under the new Conservative – Liberal Democrat coalition government on Tuesday 22nd June...

End of Year Tax Planning

John Millican, Chairman Posted in Tax Planning, VCT & EIS on 25.03.10 Read End of Year Tax Planning ISAs Changes to the annual ISA allowance announced in the last Budget came into effect on 6th October...

Investment Taxation

John Millican, Chairman Posted in Tax Planning, Capital Gains Tax (+1 more), on 02.06.08 Read Investment Taxation and Financial Planning The change to CGT introduced in the last Budget means that that all chargeable...

Year End Tax Planning

Fiducia Wealth Management Posted in Financial Advice, ISA's on 29.02.08 Read Year End Tax Planning With the end of the 2007/08 tax year approaching, this is the traditional time to: make sure that this...

Pre-Budget Report 2007

Fiducia Wealth Management Posted in Tax Planning, Capital Gains Tax (+1 more), on 11.10.07 Read Pre-Budget Report Having now had a couple of days to analyse the content of the Chancellor’s report,we think there are three...

4 times you might want to review your financial plan

Fiducia Wealth Management Posted in Financial Planning on 20.08.25 Read When you create your financial plan, you might envision everything following the path you’ve set out. However, life is often...

How to remain calm amid Autumn Budget speculation

Fiducia Wealth Management Posted in Financial Planning on 20.08.25 Read The importance of remaining calm is often something that’s talked about when discussing investment market volatility. But...

Planning for care: Making later-life support part of your financial plan

Fiducia Wealth Management Posted in Long Term Care on 20.08.25 Read While many people don’t rely on care later in life, planning for the potential cost of it could help you feel confident...

Does your money make you motivated?

Fiducia Wealth Management Posted in Wealth Management on 20.08.25 Read This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of...

Investment market update: June 2025

Fiducia Wealth Management Posted in Investing on 02.07.25 Read Trade tariffs continued to affect investment markets in June 2025, though uncertainty did start to ease. However, rising...

Explained: How Dividend Tax works and when you pay it

Fiducia Wealth Management Posted in Tax Planning on 02.07.25 Read Managing your tax liability could help reduce your overall tax bill and get more out of your money. If you’re unsure how and...

The age you can access your pension may rise. Could it affect your retirement?

Fiducia Wealth Management Posted in Pensions & Retirement on 02.07.25 Read In April 2028, the age you can usually access your pension, known as the “normal minimum pension age” (NMPA), will rise...

Why “boring” investments could be exciting long term

Fiducia Wealth Management Posted in Investing on 02.07.25 Read Opting for a “boring” investment strategy could be the route to returns that allow you to make exciting lifestyle...

Planning for care: The costs you might need to make part of your financial plan

Fiducia Wealth Management Posted in Financial Planning on 02.07.25 Read Facing challenges later in life that might mean you need to rely on care can be difficult to think about. Yet, planning for...

The secret to a happy life

Fiducia Wealth Management Posted in Financial Planning on 02.07.25 Read This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of...

Developments in Dedham – June 2025

Fiducia Wealth Management Posted in Fiducia News on 19.06.25 Read It’s been a while since we last shared an update on the exciting progress taking place within our team here in Dedham. As...

How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+1 more), on 16.06.25 Read According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest the amount of Inheritance...

Should you choose a Cash or Stocks and Shares Junior ISA for your child?

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+1 more), on 16.06.25 Read A Junior ISA (JISA) is often an effective way for parents to start putting money aside for their children to help them reach...

Why defining “financial freedom” could help you achieve it

Fiducia Wealth Management Posted in Financial Planning, Financial Advice on 16.06.25 Read Achieving “financial freedom” is an aspiration many people have. Yet, it can mean different things to each person and is...
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Pension v Lifetime ISA: What’s the best way to save for your retirement?

Fiducia Wealth Management Posted in Pensions & Retirement,
on 05.11.25
Read

When you start searching for the best ways to build a retirement fund, private pensions might be the first option that comes...

Insufficient financial education could harm the long-term prosperity of younger generations

Fiducia Wealth Management Posted in Fiducia News,
on 05.11.25
Read

You may be diligently saving a nest egg for children or grandchildren. Yet, without financial education, your efforts might...

Investment market update: October 2025

Fiducia Wealth Management Posted in Fiducia News,
on 05.11.25
Read

October 2025 proved to be a positive month for many investors, with markets reaching record highs. Read on to find out more...

How financial planning could give you the confidence to spend more

Fiducia Wealth Management Posted in Financial Planning,
on 05.11.25
Read

The importance of saving is drummed into us from a very early age. As a child, for example, you may have had a moneybox and...

Venture Capital Trusts: Why higher-rate taxpayers might want to invest in them

Fiducia Wealth Management Posted in Fiducia News,
on 05.11.25
Read

For some investors, particularly higher-rate taxpayers, Venture Capital Trusts (VCTs) could offer an attractive and...

Phasing into retirement: The emotional and financial benefits

Fiducia Wealth Management Posted in Financial Planning,
on 05.11.25
Read

Last month, you read about how retirement is changing, with almost half of workers aged over 50 exploring phasing into...

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