Capital Gains Tax Strategy

What is a Capital Gains Tax Strategy

A capital gains tax (CGT) investment strategy is an approach to investing that aims to minimize an investor’s CGT liability while maximizing the potential for long-term growth and returns on investments. CGT is levied on the profit made from the sale or disposal of an asset, such as stocks, bonds, or real estate, and can significantly impact an investor’s overall returns. Therefore, implementing a tax-efficient investment strategy is crucial for optimizing the performance of one’s investment portfolio.



What are the advantages of a Capital Gains Tax Strategy


Non Pension Based Investments

A CGT Strategy is especially effective for investors looking to invest outside of a pension structure where ensuring you pay the lowest tax will improve your net returns.


Losses Forward

If an investor is carrying forward losses from previous investments these can be offset against future CGT gains. This is not the case with funds which is the main alternative method of holding investments.


Estate planning

Upon the death CGT on investments is waived meaning your estate receives the investments tax free. While the beneficiaries may have to pay inheritance tax there is no CGT liability.

By incorporating these elements into a comprehensive investment strategy, investors can effectively minimize their capital gains tax liability while maximizing the potential for long-term growth and returns on their investments.

Arrange a Free Investment Review with Peter Brown

If you would like to explore the opportunities available to you by investing with Baggot Investment Partners you can avail of a free financial review with Peter Brown. This is a “No Obligation” review of your existing investments and pension arrangements to establish if there are any untapped opportunities that could improve your financial position.


We provide:

  • Actively managed portfolios using the best global investment products
  • Uncorrelated diversification to reduce risk
  • Transaction cost sensitivity to keep costs low
  • No Lock ins – You can access your funds whenever you want
  • Highly liquid assets trading on global stock markets

If You Would Like to Know More About Our Services
Click Below to Arrange a Callback