MMP148: Tax-efficient investing checklist

This month on MeaningfulMoney, we have dived deep into the world of tax planning, and I have hinted about tax-efficient investing as I’ve gone along. This week I want to give you a comprehensive checklist to everything you need to KNOW and then everything you need to DO to make the most of the many tax planning angles available to you when you are investing.

 

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Tax-efficient investing Checklist

By now, you know how I feel about tax. It’s necessary to pay it, even our duty to pay it in order to contribute to society.

But part of living in a developed economy is that the government uses tax breaks to encourage investing in certain ways. It’s those tax-efficient investing techniques I want to explore today. What I go through today will be all that 98% of you ever need to do.

If you tick off these things you’ll save as much tax as it is possible to save when investing. Any other questions or comment, leave them in the show notes.

Resources mentioned in this show

Blog: Contrived Tax Planning

Checklist: Click the big yellow button below to download the checklist so you can tick off each step

Transcript: As always, there is a full transcript of this show available by clicking the big blue button below:

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I love to read and respond to your comments, so please do join in and share. Question: What capital gains tax planning and inheritance tax planning measures have you taken?

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Hugs and kisses to TimW123 and Rtheyalltaken for their reviews this week - much appreciated folks!

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