54 - Breaking Bad (News)
TRAP: The Real Adviser Podcast
Strategic Capital Gains Tax Management
This chapter explores a CGT strategy linked to the timing of crystallizing gains relative to the budget announcements. It highlights the complexities of managing capital gains tax liability, particularly concerning the 30-day rule and the potential pitfalls of rebalancing portfolios. The discussion emphasizes the importance of strategic planning and communication with financial advisors to optimize investment decisions and minimize tax implications.
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