Integrates with your existing investment management, investment accounting system or portfolio accounting software so that the latest CGT rules are always available to you.
Automated and easy
Automates time consuming and technically difficult calculations, implementing the appropriate CGT legislation for every class and type of security in a fund or a client’s portfolio.
Provides automatic indexation of gains and performs taper relief calculations for private individuals and trusts.
Reliable and up-to-date
Continually updated to ensure compliance with the latest CGT legislation so that calculations are always correct, checking entries for technical accuracy.
Results are held in an open database and can be quickly exported to other systems, including Microsoft Office applications, for further analysis and modelling.
‘What if?’ calculations
Produces reports enabling you to analyse portfolios and assess the tax impact of investment decisions, including instant ‘What if?’ calculations on holdings.
Work on individual funds, groups of funds or across all funds in the system.
Comprehensive audit trail
All changes can be annotated so that both clients and HMRC are given full information.