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Fidelity FundsNetwork launches CGT reporting service

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

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

It also allows advisers to deliver bulk snapshot reports or single client reports on CGT positions, and includes over 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 group is also launching 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.


Henderson locks in key Gartmore managers in £335m takeover

Henderson has agreed lock-in terms with a number of Gartmore managers following its proposed £335m takeover. The Anglo-Australian group says the portfolio managers who run 84per cemt of Gartmore’s current assets under management, have agreed to remain with the combined group post acquisition, which is expected to be completed by the end of the first […]


N&P in talks with Aviva over tied advice deal

Aviva is in advanced talks with Norwich & Peterborough Building Society over a move that would see N&P IFAs becoming tied agents for the provider. The agreement is likely to be structured in a similar way to existing partnerships with groups like Principality Building Society, where branch advisers distribute Aviva products. Norwich & Peterborough’s 21 […]


More senior departures at Aegon

Aegon head of industry development Peter Williams (pictured) and head of pensions development Rachel Vahey are leaving the provider as a result of its ongoing restructuring programme, announced in June. Aegon is streamlining the structure of its regulatory analysis and political affairs teams as part of the programme, which will see it focus on at-retirement […]

Henderson to acquire Gartmore for £335m

Henderson has announced to the stockmarket it is to acquire the entire stock capital of Gartmore for an estimated £335m. The deal, which Henderson says “significantly enhances its presence in UK retail asset management”, will see the enlarged group’s assets under management climb to £78 billion. Based on the closing price of 138.2p per Henderson […]

Help, I’ve been appointed as a trustee. What are my responsibilities?

Graeme Robb, Technical Manager at Prudential looks at the key duties and responsibilities of a trustee.  This article will consider the following: Duties to be performed on appointment Investment duties Protecting the interests of beneficiaries Keeping accounts and records Distributing property to beneficiaries Duties to be performed on appointment Obtain a copy of the trust […]


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