Visit the Columbia Threadneedle Investments sponsor area

8th August 2024

Tax wrappers: a summary of key differences (30 minutes)

A summary of some of the wrappers available to investors to maximise tax-efficient returns.

Key Takeaways

  • Understand the internal tax treatment of some of the main tax wrappers
  • Tax charges and exemptions: learn how they apply
  • Understand the main similarities and differences in their tax treatment

View more

Log CPD

You need to be logged in to see and add to your CPD Record

Login Now

Related Articles_

Pensions and IHT - the final (ish) chapter

There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).

Read More

Trusts School – Remaining Sessions

There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.

Read More

Trusts School – Session 3 reminder

Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.

Read More