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MI and reporting guides

Analyse and report findings for your clients.

Managing Captial Gains Tax (CGT) 

Capital Gains Tax (CGT) for transfers
Capital Gains Tax (CGT) report
Capital Gains Scenario Tool (CGST)
How to create a ‘What if’ illustration
How to use the research application
Business MI and reporting
Transfer tracker and client information
Client reporting and adviser remuneration statements

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