| User Friendly Dashboard | Takes into consideration Notional Distributions |
| Realised gains reports | Takes into consideration Equalisation Payments |
| Unrealised gains reports | Details Inter person asset transfers between accounts |
| Ability to update the original purchase cost of assets | Outputs available via PDF and Excel |
| 6 Scenario based calculations available |
A range of planning tools available for you
You can access a range of financial-planning tools,via the M&G Wealth Platform.
Next time you’re logged in, click on the new Tools hub icon to try them out.
CGT Tool
We've upgraded our CGT tool to offer a simpler, clearer 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.
Some of the key features of the tool include:
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 developed by the technical experts at M&G Wealth 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.
Useful articles and webinars
Regulatory Updates
We've asked our technical team and industry experts to review the big economic, technical and regulatory changes. Summarising and helping to keep you informed for your business and your clients.
Taxation
Information from the experts at M&G Technical as well as articles and examples about taxation and planning scenarios.
Paraplanners Assembly
Paraplanners are crucial to financial planning. That's why we support the Paraplanners Assembly, where Paraplanners learn, fix and share things.
If you've found this useful, visit our other hubs
Retirement Hub
Not every client is the same and nor does every retirement client have the same needs. Find research, experience and advice from peers and useful links to help support you deliver the right retirement plan for your clients and your business.