From scenario planning to placing trades
We have made further enhancements to our Capital Gains Tax (CGT) Scenario Tool, helping make the journey from modelling a disposal through to placing the required trades simpler and more efficient.
Alongside our latest enhancement, we wanted to take the opportunity to highlight some of the functionality now available within the tool and how it can support you when managing client disposals.
New: Proceed directly to sell
Once you have created a disposal scenario, you can now select Proceed to sell and the proposed trades will be carried directly into the platform trading screen.
This removes the need to manually re-enter individual trades after completing your CGT modelling, creating a much smoother journey from understanding the potential capital gains impact through to trade execution.
A reminder of what you can do with the CGT Scenario Tool
The tool allows you to model different disposal scenarios before placing trades, including:
- selling proportionately across an account
- raising a specific target amount
- selecting different disposal strategies, including highest or lowest gains and most or least units
- reviewing the estimated capital gains impact before proceeding
- exporting scenario information to Excel
- moving directly from your completed scenario into the trading journey
Together, these enhancements give advisers greater flexibility to model different approaches and reduce the administration involved when they are ready to proceed.
You can find further information on using the CGT Scenario Tool, including guidance on the warnings and alerts shown within CGT reports, in our Service Centre: Capital Gains Tool - Key Features, Scenario Planner, Trade Execution and Useful Information – Söder…
We hope these latest improvements make the tool even more useful as part of your day-to-day client planning and trading.