Advisers struggle with CGT planning as majority of platforms fall short on tools

The tax reporting technology firm warned that a lack of holistic CGT support is leaving advisers without crucial visibility over clients' full financial picture, especially for those with assets held across multiple wrappers and providers. According to the survey of 130 financial advisers, only a minority of platforms offer tools that allow advisers to account for off-platform assets within their CGT calculations and planning. This is despite 27% of advisers highlighting such capability as an important feature – the same proportion who deemed CGT scenario planning tools to be essentia...