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There’s an old adage in finance … there’s no such thing as a free lunch!

It comes mainly from the notion that if someone in finance offers to buy you lunch, they’re going to ask for something in return, and when they do, it’ll probably end up being more expensive.

However, when it comes to an investor’s Annual Tax-Free Allowance there may indeed be a free lunch on offer.

The Annual Tax-Free Allowance on capital gains in the UK is £11,300 in 2018. That’s £2,260 of future Capital Gains Tax (CGT) wiped out every year if the right amount of gain can be released from the portfolio. But with investors routinely missing out simply because they don’t know the rules and advisers struggling to provide the service in a scalable way, is there a way forward?

Watch our on demand webinar to discover how CGT allowance harvesting could be a lot easier than you think.

Sign up now to learn:

• The value of the UK CGT Allowance from a global perspective
• The benefit to clients of all shapes and sizes
• Navigating the rules
• A suggested method for harvesting
• The problem children:
- Advisory Portfolios
- Model Portfolios
- Unitised Portfolios ·
• Automation, not perspiration

This document is only for professional financial advisers, their clients and their prospective clients. The information given here is for information purposes only and is not intended to constitute financial, legal, tax, investment or other professional advice. It should not be relied upon as such and PortfolioMetrix cannot accept any liability for loss for doing so. Any forecasts, expected future returns or expected future volatilities are not guaranteed and should not be relied upon. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. Past performance is not necessarily a guide to future performance. Portfolio holdings and asset allocation can change at any time without notice.

PortfolioMetrix Asset Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA No 564162) in the United Kingdom. PortfolioMetrix Asset Management SA (Pty) Ltd is an Authorised Financial Services Provider in South Africa. The information contained is given for information purposes only and is not intended to constitute financial, legal, tax, investment or other professional advice and should not be relied upon as such. Investments can go down as well as up and past performance is not a guide to the future.


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