Capital Gains Tax calculation for bed and ISA financial advice
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Description
Experience Level: Entry
Estimated project duration: Ongoing
I am a financial adviser and looking to advise clients on moving their funds from an investment OEIC / Unit Trust to their ISA and I need a calculation completed to see if there is an CGT due for the client to pay. There are serval clients, spread out over the year and will be recurring work.
James B.
100% (1)Projects Completed
4
Freelancers worked with
3
Projects awarded
17%
Last project
5 Jan 2022
United Kingdom
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