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PrimeInvestor - Articles and Reports

Tax changes in mutual funds: How to manage your investments now
Mutual funds & ETFs
PrimeInvestor Research Team

Tax changes in mutual funds: How to manage your investments now

Changes in tax rules at the end of a financial year is not something that you routinely expect. And not when it is a sweeping change on taxation in your mutual fund! In this article, we are going to discuss the tax changes in mutual funds in 4 parts:
One, the changes effective April 1, 2023 and the categories impacted
The tax impact for you and what you can do to plan better
What should you do with your existing investments?
How should you plan your fresh investments?

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Old vs New Tax regime: Tax Planning for 2023-24
Taxes
Pavithra Jaivant

Old vs New Tax regime: Tax Planning for 2023-24

If youโ€™re a salaried employee then youโ€™ve probably only recovered from the dilemma of old vs new tax regime and the process of collecting all the bills and proofs of investment to submit to your employer for the financial year that will end on March 31, 2023. So if youโ€™re wondering why we are telling you about tax planning for FY 24 when youโ€™ve only just emerged from under a small mountain of rent receipts and pharmacy bills – it is precisely to avoid the mad scramble that inevitably accompanies tax related deadlines that we advocate planning for taxes from right at the start of the financial year.
This gets even more important with several important changes proposed by Budget 2023 coming into force in FY 24.
In this article we will cover:
the key changes proposed by Budget 2023 that you should be aware of in your tax planning,
what you are giving up under the โ€˜New Tax regimeโ€™โ€™
re-examining the role of โ€˜tax-savingโ€™ investments in your portfolio and
the all-important question of old vs new tax regime

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How is your insurance policy taxed?
Taxes
Pavithra Jaivant

How is your insurance policy taxed?

Some of us may be hoarse from shouting about why tax benefits should not be the reason we buy insurance. Shouting notwithstanding, tax treatment remains a key consideration when buying insurance of almost any sort and this is what we look at in this article.
There are two points in time when the tax aspect will have to be kept in mind:
First at the time of premium payment
Second, at the time of a payout in the form of a claim being met or maturity benefits being paid out.

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