New CGT reporting tool for ARC GIAs
Our new CGT reporting tool for Aegon Retirement Choices (ARC) General Investment Accounts 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.