What does the Capital Gains tool do?
The tool enables you to calculate notional gains and disposals or facilitate “what if” scenario planning for your client’s investments held on Elevate. You need to log in to the Elevate platform to be able to access the tool.
Before using the tool we recommend viewing the support videos on this page, as well as familiarising yourself with HMRC guidance on Capital Gains Tax.
How to generate a Capital Gains report (2 mins)
This video shows how to generate a report for your clients and how you can store it to access it later.
How to upload a Capital Gains report (2 mins)
You’ll need to upload a Capital Gains Tax report from the Elevate platform into the tool before you can run the calculations. This video shows you how.
How to calculate realised capital gains and losses (4 mins)
Find out how to view the capital gains and losses realised on your client’s Elevate account, as well as how you can download a personalised client summary letter using the tool.
How to use the “What If” scenario tool (4 mins)
By using the “What if” scenario tool you can calculate potential capital gains and losses on future sales of investments, as well as model scenarios and assess the impact of different withdrawal strategies for your Elevate clients.
Need support?
Download our Elevate Capital Gains Tool adviser Q&A
If you need further support please contact your Platform Consultant or Account Manager. Alternatively you can call us on 0345 600 2399. Call charges will vary.
You can also email elevate_enquiries@abrdn.com.