CGT reporting tool for ARC and Aegon Platform GIAs

For financial advisers only

Our capital gains tax (CGT) reporting tool for Aegon Retirement Choices (ARC) and Aegon Platform general investment accounts (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 Scenario planning - check the potential CGT impact before placing a trade.
  • 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 or loss status of each holding over an adjustable time period.

Cost-base enquiry: Easily access the data you need to view, calculate and manage CGT status at a transactional level. 

Reports: Generate reports on realised gains for any time period or current unrealised gains. You can download a report in Excel or PDF formats.

Transfers: Manage the taxable status of asset transfers between customers on Aegon Platform. 

Scenarios: Manage CGT liability before you carry out a trade with Scenario planning. You can select to manually disinvest or use the automated functionality to target gains or target proceeds. Watch our video to see the CGT scenario planner in action.

The following video is about Using CGT scenario planner and has a transcript (see below).

Historical cost base: Input historic prices paid for asset transfers to the platform to make sure of data accuracy. 

To use the tool log in to ARC and use the link on the left-hand menu, or log in to the Aegon Platform and click on CGT tool button on your dashboard. If you want a more detailed overview please read the user guide.