FREE DOWNLOAD - Tax Planning For Financial Investments: Bonds, Unit Trusts, Options, CFD's and Futures
20/11/2015
The tax regime as it applies to investors in options, CFD's, bonds and other financial investments can be complex. In this guide we look at the tax treatment of these investments in detail. We illustrate the key points and planning opportunities with numerous easy to understand examples.
This guide is updated for the 2015 Budget and July Summer Budget provisions.
What is covered in the guide?
How options and warrants are taxedOptions and the CGT matching rulesUsing losses combined with options tax efficientlyHow CFD's are taxedExample CFD calculationsGoing short or long - UK tax treatmentWhen you can carry back losses on CFD's for 2 yearsDetermining when you're a financial investor or traderUK tax on a bear call spreadUK tax on closing sales under an option agreementTax benefits of spread bettingWhen spread betting is not worthwhileHow corporate bonds are taxedTax analysis of unit trustsPersonal portfolio bonds and UK tax - how and when the anti avoidance rules applyAnd more...How To Download The Book?
If you're a WPR Practitioner member this book is FREE to download. You can download it from:
FREE DOWNLOAD - Tax Planning For Financial Investments: Bonds, Unit Trusts, Options, CFD's and Futures
If you're not a WPR Practitioner member you can join up or upgrade for any membership level at:
WPR Membership Form
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