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.
There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.
Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.
Insights from our latest Adviser Pulse Survey show how firms are navigating higher volatility through resilient portfolios, broader diversification, and greater focus on tax and estate planning advice.
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