Case Studies

A New Era of Capital Gains Tax

Take a look at one of Quilter's most popular webinars, as Shaun Moore from Quilter's Product Technical Team looks at The New Era of CGT, pointing out opportunities you have with your clients pre- and post - Tax Year End.

This webinar will inform and inspire you to make the most out of the opportunities ahead:

Shaun covers:
  • How we got here

  • The opportunity the 2023/24 TYE brings

  • Tax year beginning - don't waste dwindling allowances

  • CGT Annual Exempt Amount - A 'Management Allowance' going forward

  • Where a GIA fits within a financial plan.
You can register to view the recording of the webinar here: A new era of Capital Gains Tax (
Using Quilter's console you can ask questions, download the slides in the webinar and also see other related content.
 Screenshot 2024-02-07 at 09.45.30

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