thewealthnet

M&G Wealth adds CGT functionality to wealth platform

News Team, 28/03/2023

M&G Wealth has introduced Capital Gains Tax (CGT) functionality to its wealth platform.

This is designed to enable advisers to conduct complex calculations and test different planning scenarios for their clients.

The functionality, Cobalt, is the first microservice on the M&G Wealth Platform.

Users of the M&G Wealth Platform can now update the acquisition price of assets, assess a range of ‘what if’ scenarios to see CGT implications a...


Continue reading this article...


Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.







You are currently not logged in,
login to view the full article
start by clicking this button.





Need a subscription,
fill out the form here or
contact subs@thewealthnet.com


About PAM

PAM Insight is the world’s leading independent provider of essential specialist news, analysis and comparative data for the fast-evolving world of wealth management.

Read more about PAM