Fidelity launches new version of Tax Wrapper Analyser

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FundsNetwork has launched a third version of its Tax Wrapper Analyser, including additional functionality following changes to the CGT regime last year.

The new tool's enhancements include incorporation of both the 18% and 28% rates of CGT, more intuition around CGT allowances and the ability to produce electronic reports. "These new enhancements make what has been our best used tool even better and I hope will continue to assist advisers who are looking to plan their clients' future," says Fidelity director of tax and trust planning Paul Kennedy. The Tax Wrapper Analyser allows advisers to conduct analysis of collective investments, onshore insurance bonds, offshore insurance bonds and ISAs. It enables advisers to run in-depth sce...

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