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Ready for a portfolio shakeup? What to consider before making a move

Many Happy Returns

CHAPTER

Is There a Way to Avoid Sales?

In some countries, the UK, for example, you can write off those losses against future taxes. So a capital loss can be offset against capital gains of the same tax year and future tax years. But that's why it's important to plan these things. A tax accountant is absolutely priceless. Because there's lots which they can do to make a portfolio move efficient.

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