ZURICH has launched a wrapper comparison tool which allows advisers to analyse returns from UK investment bonds and unit trusts and OEICs, prior to making client recommendations.
The taxation assumptions in the Zurich Wrapper Comparison tool have been independently verified by Technical Connection, a financial and tax consultancy firm. The tool shows the total cash return from the different product wrappers and the relative annual return. The adviser can include various levels of income and withdrawals, optimise annual capital gains tax exemptions and show the effect of changes to the client's marginal tax rate over time. Paul Wright, investment management director at Zurich, explained: "The changes to capital gains tax have had unintended consequences for adv...
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