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FundsNetwork: Calculating capital gains

Tax trust and ISA news for Financial Advisers and Paraplanners

21 May 2019

FundsNetwork: Calculating capital gains

Paul Kennedy, FundsNetwork’s Head of Tax & Trust Planning, explains the complexities of calculating capital gains. He discusses the methodology and the different factors affecting calculations, such as: initial purchase costs, equalisation, notional distributions, rebalancing model portfolios, fees and charges and much more.

Watch now – 18-minute video 

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