Our support for you
Platform training guides
You'll find our range of step by steps guides in the Training Hub area of the platform. Simply log in and click 'Training and Support' to view our guides.
Software integrations
The M&G Wealth Platform is integrated with a wide range of popular back office systems to help reduce your admin time.
CGT Tool
Our CGT tool to offers a simple, clear view on capital gains tax. This CGT tool helps to quickly calculate capital gains tax, test out different scenarios and generate reports for your clients in preparation for Tax Year End or when handling other tax related calculations.
Key features
- User Friendly Dashboard
- Realised and unrealised gains reports
- Ability to update the original purchase cost of assets
- 6 Scenario based calculations available
- Takes into consideration Notional Distributions and Equalisation Payments
- Details Inter person asset transfers between accounts
- Outputs available via PDF and Excel
Before trying out the CGT Tool log in to the platform and head over to the Training Hub on the platform, you’ll find our How to Guide, a handy scenario guide and also be able to find out about updates or new developments relating to the tool.
Please note: The results of the tools are illustrative only and are in no way intended to be a recommendation for a particular course of action and do not constitute advice.
Other tools
You can also check out our Bond, Pension and other general planning tools within the Tools Hub
Pension tools
- Protected Tax Free Cash Tool
- Salary Sacrifice Calculator
- Emergency Tax Tool
- Annual Allowance Calculator
- Tax Relief Modeller
- Defined Benefit Pension Input Amount Tool
- Redundancy Sacrifice Calculator
General planning tools
- School fees calculator
- Inflation modeller
- Inheritance tax calculator
- Investment calculator
- Trusts and inheritance tax modeller
Bond tools
- Collectives and Bonds Calculator
- Bond Gain Tool
Please note: The results of the tools are illustrative only and are in no way intended to be a recommendation for a particular course of action and do not constitute advice.
