Capital gains tax (CGT) reporting tool for Aegon Retirement Choices (ARC) general investment accounts (GIAs).
For intermediaries onlyThu Aug 30 13:06:09 BST 2018
Our CGT reporting tool for ARC GIAs gives advisers and paraplanners the information they need to manage their client’s CGT liabilities.
- Easy to track profit and loss - simple visual layout and intuitive navigation.
- Enables CGT calculations - provides the data for CGT planning and tax calculations.
- Client-facing reports.
- Bespoke paraplanner view - gives access to client information on behalf of advisers.
Here's a quick overview:
Dashboard: See a visual summary of profit and loss over an adjustable time period.
Valuation: get an asset overview and profit status of each holding.
Cost-base enquiry: Easily obtain the data you need to calculate and manage CGT status.
Reports: Access reports on realised or unrealised gains.
Historical cost base: Input historic prices for stock transfers to ensure data accuracy.