Skybound Wealth Management | The Expat Investor Podcast

‍Episode Description

We talk about Capital Gains Tax, what it is, how it may feature in your life and what the UK government have been up to recently to try and make you pay more of it.

‍Transcription

I’m Tom Pewtress your host for the day and this is the Expat Investor Podcast – and alongside me is Paul Butler, Senior Financial Planner.

I just want to make it clear that we are not tax advisers and at no point during this podcast will be giving tax advice, but we want to share with you some knowledge and basic understanding of tax, and we have the resources as Planners to call upon when assisting clients put together plans.

Jurisdictions that impose No Personal Tax/Territorial Basis/Residency
What other things may an expat or cross border individual need to consider?
What is CGT?
Where do we see people trip up with this type of tax when it comes to financial planning?
Let’s take a closer look at the UK and CGT, what’s been going on there?

Once again thanks to all our listeners out there. We’ll be back next week with another episode of the Expat Investor.

Disclosure

This was recorded on the 15th February 2023 and all information was correct at the time of recording. As always this podcast is for educational purposes only and is not a personal recommendation. If you’re unsure what’s right for you, you should seek advice. Past performance isn’t a guide to the future, and investments rise and fall in value so you could get back less that you invest.

Written By

Paul Butler

ACSI

Senior Financial Planner

A Dubai resident of 10+ years, Paul Butler is a senior financial adviser at Skybound Wealth who has 30 years’ experience both in the UK and Middle East providing independent, holistic financial planning and advice to enable clients to build a coherent, joined up financial plan that makes sense and empowers clients to achieve the future they desire, while having some fun along the way.