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Capital Gains Tax

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Capital Gains Tax on Stocks and Shares

These guides are designed to assist you in calculating the gains on the disposal of shares or units in a collective investment scheme.
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Capital withdrawal planning tool

This financial planning tool calculates the capital gain on a given withdrawal from an investment, and the amount of withdrawal which can be made when utilising an individual or trustee’s CGT exemption.
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Taxing Share Class Conversions

The Collective Investment Schemes (Tax Transparent Funds, Exchanges, Merges and Schemes of Reconstruction) Regulations 2013 still needs clarification regarding equalisation.

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