Ep 407: The investors who obsess over tax often miss what matters more

About this episode

The episode discusses the risks of over-fixating on tax for investors and the importance of considering broader financial impacts.

Read Full Blog Here Register For Live Event Here Tax is psychologically painful, but for investors, over-fixating on it is a genuine risk. The drive to minimise tax can lead to decisions far more costly than the tax itself, and this blog makes the case for keeping it in its proper place. Using financial modelling across both property and shares, Stuart examines the real impact of capital gains tax on internal rates of return over 30 years. The findings are instructive: CGT changes have a surp...

People in this episode

Hosts: Stuart Wemyss, Campbell Wallace

Topics covered

• tax implications
• investment strategy
• financial modeling
• capital gains tax
• property investment
• shares investment

Keywords

• tax
• investing
• capital gains tax
• financial modeling
• property
• shares
• internal rates of return

Mentioned in this episode

Organizations: capital gains tax

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