When considering one or more disposals on behalf of your client, it is important to quickly determine the impact it would have on their tax (Capital Gains Tax and/or Income Tax) liability. Whether using CGCalc on-line or through portfolio rebalancing software, the system provides functionality giving the essential guidance on the tax sensitivity of a disposal or series of disposals.

From the on-line tax modeling functionality, the user can request the following:

The impact a disposal would have on a client's overall tax liability.

How much of a selected holding to dispose of, to realise a specific tax liability.

Which holdings to dispose and how much of them to dispose to raise proceeds or achieve a tax liability (typically the annual allowance) in the most tax efficient manner. The holdings to be considered can be restricted by the user.

The above is a just a small sample of the comprehensive tax modeling functionality which has been developed with our customers for use in CGCalc and TaxReporter.