We're pleased to confirm that we have made some enhancements to our Capital Gains Scenario Tool!
What If Scenario Planner
The What-if scenario planner enables you to explore potential disposal outcomes before placing a trade. You can:
- Enter the number of units you wish to sell
- View estimated gains and projected cash proceeds
- Understand CGT implications ahead of trade execution
- Download a summary of proposed trades for client approval
To use this, simply:
- Head to the clients overview page and select 'Capital gains'
2. When in the Capital gains tool, you will now see 3 dots on accounts where you can calculate CGT. Click these dots, and select the 'Capital Gains Scenario Tool' button
3. You can then select an asset in the clients account, enter the units the client is thinking about selling and you will be met with a total gain/loss at the bottom of the page
4. You can now download the spreadsheet which can be used for your reporting or records.
Important Information
This tool is only for illustrative purposes only.
Accuracy of results may be impacted in certain scenarios, including:
- Missing or manually edited book costs
- For offshore non-reporting funds
- Recent transfer activity affecting holdings
Where relevant, clear disclaimers are shown within the tool to highlight these limitations.