Tax Considerations

When it comes to investing, and to our personal finances more generally, we also need to consider any tax implications. Tax considerations you need to focus on while investing.

In this part of the course we look at the different ways that your investments may be taxed. We consider the impact of these different taxes and how after-tax returns are affected in each case.

We also review different tax-advantaged accounts, and consider how these may be used to our benefit.

As additional FREE bonus material, we will provide you with a Conker Finance spreadsheet (value: £49.99) you can use to compute:

• The future value of an investment (after taxes), subject to specified investment parameters
• How the tax drag responds to different investment time horizons, and rates of returns

Why you can trust us to teach you this material:

Tom has more than 8 years of experience working in the financial markets. He is an experienced practitioner with a desire to broaden access to financial education.

In addition to this wealth of real-world experience, he has a strong educational background having achieved a master’s degree in Mathematics (Part III of the Mathematical Tripos) from the University of Cambridge.

Tom is also a Chartered Financial Analyst (CFA), having passed all 3 examinations at the first attempt.

Disclaimer

Kindly note that the information provided is for informational and educational purposes only. Your use of this site and any contents herein is solely at your own risk. You are responsible for any decisions made in relation to personal financial planning or investments. Your actual results may differ from results reported for a variety of reasons. No representation whatsoever is made that you shall achieve any profit or loss similar to results shown. Your own experience may, in certain circumstances, differ dramatically. You can access our full disclaimer here.