Telephone
01295 698600

Email
info@cherwellfs.co.uk

Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN

GET DIRECTIONS

Telephone
01295 698600

Email
info@cherwellfs.co.uk

Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN

GET DIRECTIONS
Capital Gains Tax (CGT)

It’s the gain you make that’s taxed, not the amount of money you receive. If you currently hold investments in single company shares, properties other than your main residence or funds held outside of NISAs then if you think that your investments have made substantial gains and you have not yet made use of your annual allowance, you should consider taking financial advice as you may be able to utilise your annual allowance, or reinvest some or all the proceeds into another product to help defer this gain, or if held until death eliminate the gain completely.

HOW WILL YOUR SAVINGS
AND INVESTMENTS BE TAXED?

Cherwell Financial Services can potentially reduce the amount of Capital Gain tax you pay by recommendations to contributing into various investments.

  • Pensions
  • NISA's
  • VCT's
  • EIS

If this is a concern to you please contact Cherwell Financial Services.

Cherwell Financial Services Ltd is directly authorised and regulated by the Financial Conduct Authority. Registered Office Ground Floor, Unit 15 Somerville Court, Trinity Way, Banbury Business Park, Adderbury, Oxfordshire, OX17 3SN.

Registered in England. No. 08566532

©Cherwell 2018