Upcoming CGT changes prompting UK investors to create wealth plans

More than half want to secure their current and future investment gains

Isabel Baxter
clock • 2 min read

The upcoming capital gains tax (CGT) changes are prompting UK investors to create a wealth plan, The Royal Mint has found.

A survey of over 2,000 UK investors, undertaken by Censuswide on behalf of The Royal Mint, revealed that less than a third (31%) of UK investors are aware of the new rule changes. However, over half (53%) of investors said the new rule changes will prompt them to create a wealth plan so that they can secure their current and future investment gains. Investor strategies shift toward CGT-exempt assets Currently, the CGT tax-free allowance for investments is £6,000, but this is set to halve to £3,000 from 6 April . Half of UK investors said they are motivated to invest in CGT-exempt...

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