CGT What If functionality- a short guide

In the Portfolio Switch / Rebalance functionality (within the All Account Actions drop down menu- in each Wrapper):

You can look at the CGT implications of a switch or rebalance as follows:

Tick "Switch to another model" for example

Select the new model

Click on "Continue to Portfolio Effect

Click on "CGT What If?"

You have the option to Print to PDF at the moment (We will be introducing the option to print to CSV this year)

If you are happy to progress you can then click the right arrow to move to Step 3 and continue to follow the usual process

Remember to print & save locally the Application and Illustration PDFs if you need them (they are not autosaved by the system at present)

In the final screen you can "Confirm Amendment" and appropriate trades will then begin to happen OR you can click on the tick in the top right hand corner and save the Amendment (perhaps awaiting IFA/Investor sign-off / or someone to 4-eye- check the work.