TRAP: The Real Adviser Podcast 54 - Breaking Bad (News)
10 snips
Sep 26, 2024 This discussion dives into the tax implications for new pensioners as state pensions rise, raising concerns about budgeting. The hosts tackle the taxation issues surrounding Apple's obligations in Ireland, highlighting corporate versus local business treatment. They also shed light on strategic capital gains tax management, exploring complex investment decisions. Additionally, there's a humorous critique of enticing investment guarantees and insight into the crucial need for transparency in financial advice. Innovations in finance and adapting to client needs are also key themes.
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Irish Tax Case Insight
- Ireland's handling of Apple's tax case showcases tensions between multinational corporations and national interests.
- The ruling could bring billions in tax revenue but raises questions on supporting local businesses.
Manage Capital Gains Tax Risks
- Avoid automatic rebalancing in General Investment Accounts to prevent unnecessary capital gains tax.
- Pay close attention to tax implications when using model portfolio services for non-wrapped portfolios.
Podcasts as CPD Source
- Podcasts can qualify as unstructured CPD for financial advisors.
- Advisors should consider using relevant financial advice podcasts to efficiently accumulate CPD hours.