AJ Bell answers adviser 'wish-list' call with CGT tool

The tool allows advisers to see capital gains and losses for each investment held in general investment accounts (GIAs) on the AJ Bell Investcentre platform. Advisers can then estimate how future asset sales will affect clients' CGT position using ‘what-if' scenarios that allow advisers to enter projected asset sale amounts on holdings in client portfolios. To report on a client's overall CGT position, advisers can adjust figures to include gains made outside the AJ Bell GIA. Book costs -the price paid for investments - can also be edited if they have been transferred onto the AJ Bell...