Our new technology platform features some exciting enhancements, which we’re confident will make a real difference to you and your clients. To support you, we’re running a live webinar to showcase the main new and enhanced features that you need to be aware of.

To ensure a smooth migration of your clients’ capital gains positions, the option on our Capital Gains Tax (CGT) tool to change a fund’s purchase price will be temporarily unavailable between close of business on 15 January 2021 and your migration. All other CGT tool functionality is unaffected, which means you can disregard this notification if you do not use the tool or this option.

 

We thank you for your patience whilst we ensure we can deliver the best possible CGT reporting service for you and your clients post migration.