10 step wealthpath
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9th April 2026
Dr Sam Wylie looks at what has changed for investors in balancing Property v Shares in their portfolios.
• Which is better if interest rates are higher for longer?
• Impact of reduced capital gains discount.
• Does AI tip the scale towards shares?
• How shares and property can work together.
A reduction in the CGT discount from 50% to 25% won’t be as bad as many investors fear.
Will there be enough enduring demand for gold to ensure long-term upward pressure on the price?
How borrowing can turn before-tax income into tax-advantaged capital gains.