{"id":14261,"date":"2026-08-13T13:11:15","date_gmt":"2026-08-13T13:11:15","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?page_id=14261"},"modified":"2026-08-14T10:50:30","modified_gmt":"2026-08-14T10:50:30","slug":"cgt-calculator","status":"publish","type":"page","link":"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/cgt-calculator\/","title":{"rendered":"CGT calculator"},"content":{"rendered":"\n<section id=\"hero-block_4492abad2e497e492702459c6eebcbca\" class=\"hero black\">\n\n  \n    <div class=\"slider\" id=\"slider-block_4492abad2e497e492702459c6eebcbca\">\n\n      <div class=\"slider-wrapper\">\n\n        \n        \n          <div class=\"slide\" data-slide-index=\"1\" data-slide-active=\"true\">\n\n            \n\n  <img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1120\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Header-image-1440x840-1-1920x1120.jpg\" class=\"hero-image\" alt=\"row full-width hero\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Header-image-1440x840-1-1920x1120.jpg 1920w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Header-image-1440x840-1-300x175.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Header-image-1440x840-1-1024x597.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Header-image-1440x840-1-768x448.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Header-image-1440x840-1-1536x896.jpg 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Header-image-1440x840-1-2048x1195.jpg 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Header-image-1440x840-1-640x373.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Header-image-1440x840-1-1200x700.jpg 1200w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/>\n\n<div class=\"grid content body-push left-aligned \">\n\n  <div class=\"content-wrap\">\n\n    <div class=\"wrap-inner\">\n\n      <p class=\"label\">Tools to power advice<\/p>\n\n      \n        <h1 class=\"hero-title\">Capital Gains Tax (CGT) Calculator<\/h1>\n\n      \n      \n        <span class=\"hero-content\">\n\n          <p>Smarter CGT planning. Better outcomes for clients.<\/p>\n\n        <\/span>\n\n      \n      \n      \n        <div class=\"button-wrapper\">\n\n          <a class=\"button\" href=\"https:\/\/secure.novia-financial.co.uk\/login\" target=\"_blank\">Launch the tool<\/a>\n\n        <\/div>\n\n      \n      \n    <\/div>\n\n    \n  <\/div>\n\n  \n<\/div>\n          <\/div>\n\n          \n                \n      <\/div>\n\n      \n    <\/div>\n\n    \n<\/section>\n\n\n<section id=\"signposts-block_ea1b4d8a2f066f454ca541064fb7f008\" class=\" signposts white signpost-bg-transparent\" id=\"signposts-block_ea1b4d8a2f066f454ca541064fb7f008\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<h2>Real-time analysis, advanced scenario modelling and comprehensive reporting, all packed into one cutting-edge calculator.<\/h2>\n<p>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.<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t\t\t<div class=\"col-2\">\n\n\t\t\t\t\t<div class=\"image\" data-animate-on-scroll='fade-in'>\n\n\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2048\" height=\"1372\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets.png 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets-300x201.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets-1024x686.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets-768x515.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets-1536x1029.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets-640x429.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets-1200x804.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets-1920x1286.png 1920w\" sizes=\"auto, (max-width: 2048px) 100vw, 2048px\" \/>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_778ec9736c950fec2afd5ffcc658c2b6\" class=\" signposts black signpost-bg-transparent\" id=\"signposts-block_778ec9736c950fec2afd5ffcc658c2b6\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">Why use our CGT calculator?<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-5 transparent\">\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Save-time.png\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Save time and effort                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>Remove the need for manual data extraction and spreadsheet modelling.<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Untitled-design-9.png\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Reduce risk                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>Minimise human error and avoid unexpected tax liabilities with precise calculations.<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_improve-client-engagement.png\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Deliver better client outcomes                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>Run multiple scenarios instantly to identify the most tax-efficient strategy for your clients.<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Untitled-design-10.png\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Enhance client communication                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>Produce professional, client-ready reports with no additional effort.<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Untitled-design-8.png\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Take a holistic view                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>Incorporate off-platform and historical data to deliver truly comprehensive advice.<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"accordion-block_7fb8b8495b126d46c6b9f8e8a2197f05\" class=\"accordion transparent\"  >\n   \n  <div class=\"row content body-push\">\n\n    <div class=\"grid\">\n\n      <div class=\"content\">\n\n        \n        \n          <h2 class=\"section-title\">Key features<\/h2>\n\n        \n        \n      <\/div>\n\n    <\/div>\n\n    \n\n    \n    \n      \n      \n        <div class=\"accordion\"> \n\n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-0\" aria-expanded=\"false\" aira-controls=\"tab-0\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Intuitive-dashboard-150x150.jpg\" class=\"icon-size\" alt=\"row accordion icon\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Intuitive-dashboard-150x150.jpg 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Intuitive-dashboard-300x300.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Intuitive-dashboard-1024x1024.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Intuitive-dashboard-768x768.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Intuitive-dashboard-640x640.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_Intuitive-dashboard.jpg 1042w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Intuitive dashboard<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      All the key information you need, at a glance.            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-0\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li>View current market value<\/li>\n<li>Track total realised and unrealised gains\/losses<\/li>\n<li>See historical realised gains<\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-1\" aria-expanded=\"false\" aira-controls=\"tab-1\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_detailed-portfolio-valuation-150x150.jpg\" class=\"icon-size\" alt=\"row accordion icon\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_detailed-portfolio-valuation-150x150.jpg 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_detailed-portfolio-valuation-300x300.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_detailed-portfolio-valuation-1024x1024.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_detailed-portfolio-valuation-768x768.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_detailed-portfolio-valuation-640x640.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_detailed-portfolio-valuation.jpg 1042w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Detailed portfolio valuation<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Drill into individual holdings.            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-1\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li>View each individual investment<\/li>\n<li>Units held<\/li>\n<li>Market price and value<\/li>\n<li>Cost and gain\/loss per asset<\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-2\" aria-expanded=\"false\" aira-controls=\"tab-2\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_cost-base-enquiry-150x150.jpg\" class=\"icon-size\" alt=\"row accordion icon\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_cost-base-enquiry-150x150.jpg 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_cost-base-enquiry-300x300.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_cost-base-enquiry-1024x1024.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_cost-base-enquiry-768x768.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_cost-base-enquiry-640x640.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_cost-base-enquiry.jpg 1042w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Cost base enquiry<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Track acquisitions and disposals clearly.            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-2\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li>Understand transaction history for each holding<\/li>\n<li>View information about acquisitions and disposals for each individual asset held within the wrapper<\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-3\" aria-expanded=\"false\" aira-controls=\"tab-3\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_advanced-scenario-planning-150x150.jpg\" class=\"icon-size\" alt=\"row accordion icon\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_advanced-scenario-planning-150x150.jpg 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_advanced-scenario-planning-300x300.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_advanced-scenario-planning-1024x1024.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_advanced-scenario-planning-768x768.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_advanced-scenario-planning-640x640.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_advanced-scenario-planning.jpg 1042w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Advanced scenario modelling<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Simulate asset sales before placing trades.            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-3\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li>Manipulate the client\u2019s CGT allowance to factor in carried forward allowances<\/li>\n<li>Include off-platform and carried forward losses<\/li>\n<li>Target specific or maximum gain \/ loss levels to guide which trades to place<\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-4\" aria-expanded=\"false\" aira-controls=\"tab-4\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_flexible-reporting-150x150.jpg\" class=\"icon-size\" alt=\"row accordion icon\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_flexible-reporting-150x150.jpg 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_flexible-reporting-300x300.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_flexible-reporting-1024x1024.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_flexible-reporting-768x768.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_flexible-reporting-640x640.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_flexible-reporting.jpg 1042w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Flexible reporting<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Comprehensive reporting functionality.            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-4\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li>Generate client-ready PDF reports<\/li>\n<li>Export to Excel for deeper analysis or back-office integration<\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-5\" aria-expanded=\"false\" aira-controls=\"tab-5\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_historical-analysis-150x150.jpg\" class=\"icon-size\" alt=\"row accordion icon\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_historical-analysis-150x150.jpg 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_historical-analysis-300x300.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_historical-analysis-1024x1024.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_historical-analysis-768x768.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_historical-analysis-640x640.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/CGT-pages-assets_0726_historical-analysis.jpg 1042w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Historical Cost Base Analysis<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Ensure accurate CGT calculations across all holdings.            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-5\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li>Amend book costs for assets transferred in specie to our platform<\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n      <\/div>  \n        \n      \n      \n  \n  <\/div>\n\n<\/section>\n\n\n<section id=\"video\" class=\"center-here signposts white signpost-bg-transparent\" id=\"video\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-100-0\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">See it in action<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<div style=\"text-align: left;\">\n  <iframe loading=\"lazy\"\n    width=\"800\"\n    height=\"450\"\n    src=\"https:\/\/www.youtube.com\/embed\/XH84NmAQxTU?si=QNXu9tEmPOdmBSeM\"\n    title=\"YouTube video player\"\n    frameborder=\"0\"\n    allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\"\n    referrerpolicy=\"strict-origin-when-cross-origin\"\n    allowfullscreen><br \/>\n  <\/iframe>\n<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_c75e648f71ec798f08fd90346b548f85\" class=\" signposts bg-pattern-1 signpost-bg-transparent\" id=\"signposts-block_c75e648f71ec798f08fd90346b548f85\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-100-0\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">How to access<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p>Access to the CGT calculator is only available for Wealthtime platform users.<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-2 transparent\">\n\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"https:\/\/secure.novia-financial.co.uk\/login\" target=\"_blank\">\n    <article class=\"single-signpost transparent stat-active\" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n            <h3 class=\"stat\">\n                \n                 1\n                <sup><\/sup>\n            \n            <\/h3>\n\n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    For existing clients                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ol>\n<li>Login to the platform homepage<\/li>\n<li>From the main menu click on &#8216;Research Tools&#8217;<\/li>\n<li>From the drop-down menu select &#8216;Capital Gains Calculator&#8217;<\/li>\n<\/ol>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button white\">\n                        \n                        Log in                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_3af1e98d74aad21fd7369c8d73f81d5d\" class=\" signposts white signpost-bg-transparent\" id=\"signposts-block_3af1e98d74aad21fd7369c8d73f81d5d\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-50-50\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">Discover our other tools<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p><span class=\"TextRun Highlight SCXW158716806 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW158716806 BCX0\">Our comprehensive range of tools are created with advisers in mind, and we continuously enhance them based on the latest user feedback.<\/span><\/span><\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"button-wrapper\">\n\n\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/\" target=\"_blank\" class=\"button black\">Explore<\/a>\n\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t\t\t<div class=\"col-2\">\n\n\t\t\t\t\t<div class=\"image\" data-animate-on-scroll='fade-in'>\n\n\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1716\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-scaled.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-scaled.png 2560w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-300x201.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-1024x687.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-768x515.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-1536x1030.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-2048x1373.png 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-640x429.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-1200x805.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-1920x1287.png 1920w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_0e295e8972ab2cf8d09e78db53bc1bd0\" class=\" signposts light-gray signpost-bg-transparent\" id=\"signposts-block_0e295e8972ab2cf8d09e78db53bc1bd0\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-100-0\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">Important information<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p>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.<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":34,"featured_media":0,"parent":264,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-14261","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CGT calculator - Advisers<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/cgt-calculator\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CGT calculator - Advisers\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/cgt-calculator\/\" \/>\n<meta property=\"og:site_name\" content=\"Advisers\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-14T10:50:30+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/wealthtime\\\/wealthtime-tools\\\/cgt-calculator\\\/\",\"url\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/wealthtime\\\/wealthtime-tools\\\/cgt-calculator\\\/\",\"name\":\"CGT calculator - Advisers\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/#website\"},\"datePublished\":\"2026-08-13T13:11:15+00:00\",\"dateModified\":\"2026-08-14T10:50:30+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/wealthtime\\\/wealthtime-tools\\\/cgt-calculator\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/wealthtime\\\/wealthtime-tools\\\/cgt-calculator\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/wealthtime\\\/wealthtime-tools\\\/cgt-calculator\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Wealthtime Platform\",\"item\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/wealthtime\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Wealthtime Tools\",\"item\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/wealthtime\\\/wealthtime-tools\\\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"CGT calculator\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/#website\",\"url\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/\",\"name\":\"Advisers\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"CGT calculator - Advisers","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/cgt-calculator\/","og_locale":"en_US","og_type":"article","og_title":"CGT calculator - Advisers","og_url":"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/cgt-calculator\/","og_site_name":"Advisers","article_modified_time":"2026-08-14T10:50:30+00:00","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/cgt-calculator\/","url":"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/cgt-calculator\/","name":"CGT calculator - Advisers","isPartOf":{"@id":"https:\/\/www.wealthtime.com\/advisers\/#website"},"datePublished":"2026-08-13T13:11:15+00:00","dateModified":"2026-08-14T10:50:30+00:00","breadcrumb":{"@id":"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/cgt-calculator\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/cgt-calculator\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/cgt-calculator\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.wealthtime.com\/advisers\/"},{"@type":"ListItem","position":2,"name":"Wealthtime Platform","item":"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/"},{"@type":"ListItem","position":3,"name":"Wealthtime Tools","item":"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/"},{"@type":"ListItem","position":4,"name":"CGT calculator"}]},{"@type":"WebSite","@id":"https:\/\/www.wealthtime.com\/advisers\/#website","url":"https:\/\/www.wealthtime.com\/advisers\/","name":"Advisers","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.wealthtime.com\/advisers\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/14261","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/users\/34"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/comments?post=14261"}],"version-history":[{"count":33,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/14261\/revisions"}],"predecessor-version":[{"id":14412,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/14261\/revisions\/14412"}],"up":[{"embeddable":true,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/264"}],"wp:attachment":[{"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/media?parent=14261"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}