Interactive Investor

How to Invest: tackling tax

Sam Barker and Becky O’Connor demystify the tax rules on investments and assets.

28th January 2021 10:14

Sam Barker from interactive investor

Discover the tax rules on investments and assets.

How to Invest is a podcast series designed to help you get to grips with the basics of investing. In this episode, interactive investor’s news editor Sam Barker is joined by head of pensions and savings Becky O’Connor to demystify the tax rules on investments and assets.


00:54 – Tricks for keeping investments tax free

02:41 – The rules surrounding dividends and investment income

03:27 – What do investors need to pay capital gains tax (CGT) on?

05:53 – Paying tax on pension income

06:43 – Reclaiming tax you may have overpaid

This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.