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FundsNetwork: Calculating capital gains

Tax and Trust news for Financial Advisers and Paraplanners

8 Nov 2018

FundsNetwork: Calculating capital gains

In his latest video (18 Minutes), Paul Kennedy, FundsNetwork’s Head of Tax & Trust Planning, talks about the complexities of calculating capital gains. 

He explains the methodology and the different items affecting calculations, such as: 

·       initial purchase costs

·       equalisation

·       notional distributions

·       rebalancing model portfolios

·       fees and charges

In addition, to complement his video insight, he has also produced a postcard on ‘Taxing calculations’ where he looks at acquisition costs and disposal matching rules.

It’s worth spending some of your valuable time to find out Paul’s expert views on what can be a complicated subject.

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