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Fidelity delivers client CGT reporting service

Fidelity FundsNetwork has set up a capital gains tax reporting service for advisers, allowing them to produce client CGT reports on demand.

The service, available from this week, allows advisers to produce reports on their clients’ CGT positions, including unrealised and tax year-specific realised gains.

The service allows advisers to deliver bulk snapshot or single client reports on CGT positions and includes more than eight million historic transactions on the FundsNetwork system.

Prices and calculations can be made up to the end of the previous business day and the reports can be downloaded as a PDF or Excel file.

Fidelity International director of tax and trust planning Paul Kennedy says: “It can be an arduous task to do the calculations. Our intention is that the new service will lessen the burden, allowing advisers to provide a very valuable service to their clients in a cost-efficient manner.”

The company is also running a nationwide series of tax planning seminars in 31 locations across the UK.

The seminars will run from January 20 to March 11 and will showcase the new CGT service.


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