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Tools to power advice

Capital Gains Tax (CGT) Calculator

Smarter CGT planning. Better outcomes for clients.
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Real-time analysis, advanced scenario modelling and comprehensive reporting, all packed into one cutting-edge calculator.

Our market-leading CGT calculator helps you maximise CGT allowances, streamline tax planning and achieve better outcomes for your clients. View realised and unrealised gains and losses, model asset sales before executing trades, generate detailed reports and more. By simplifying one of the most complex areas of financial planning, our CGT calculator saves time, increases efficiency and helps you deliver the best possible advice.

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Why use our CGT calculator?

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Save time and effort

Remove the need for manual data extraction and spreadsheet modelling.
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Reduce risk

Minimise human error and avoid unexpected tax liabilities with precise calculations.
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Deliver better client outcomes

Run multiple scenarios instantly to identify the most tax-efficient strategy for your clients.
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Enhance client communication

Produce professional, client-ready reports with no additional effort.
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Take a holistic view

Incorporate off-platform and historical data to deliver truly comprehensive advice.

Key features

  • View current market value
  • Track total realised and unrealised gains/losses
  • See historical realised gains

  • View each individual investment
  • Units held
  • Market price and value
  • Cost and gain/loss per asset

  • Understand transaction history for each holding
  • View information about acquisitions and disposals for each individual asset held within the wrapper

  • Manipulate the client’s CGT allowance to factor in carried forward allowances
  • Include off-platform and carried forward losses
  • Target specific or maximum gain / loss levels to guide which trades to place

  • Generate client-ready PDF reports
  • Export to Excel for deeper analysis or back-office integration

  • Amend book costs for assets transferred in specie to our platform

See it in action

How to access

Access to the CGT calculator is only available for Wealthtime platform users.

1

For existing clients

  1. Login to the platform homepage
  2. From the main menu click on ‘Research Tools’
  3. From the drop-down menu select ‘Capital Gains Calculator’

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Discover our other tools

Our comprehensive range of tools are created with advisers in mind, and we continuously enhance them based on the latest user feedback.

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Important information

Our CGT calculator is for illustrative purposes only and provides an estimate of potential Capital Gain Tax liability based on the information that has been entered. The tax rules may be different between UK jurisdictions. Wealthtime has taken reasonable care to develop and maintain the calculator; however, we cannot guarantee the accuracy or suitability of the results. Wealthtime cannot accept any liability for losses arising from the reliance on the CGT calculations.

Contact our team today

Whether you're looking to start using our service, or simply have a question for us, we're just a phone call or email away. Lines are open 9am to 5pm Monday to Friday. To help us improve our service, we may record or monitor calls.
contact for support

For Wealthtime platform queries, call
0345 680 8000

For Wealthtime Classic platform queries, call
03330 417 010