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Hot Topic: Mitigating Tax

An often overlooked aspect of managing your investments is the use of the annual Capital Gains Tax allowance. There are many ways in which this can be utilised and the most obvious is to crystallise gains in any given tax year up to the allowance, currently £10,100 (2009/10). Where possible you should also use your spouse’s allowance and this can be achieved by assigning investments to your spouse where such gains can then be realised. Sometimes it is worth crystallising a loss where you are looking to realign investments to make use of better opportunities elsewhere. Of course losses can be carried forward, but annual allowances cannot, so careful planning needs to be applied.

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