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Record gains for our CGT harvesting process

Ben Peele - June 21, 2021

Back in 2017, we launched our automated Capital Gains Tax (CGT) allowance harvesting process with the aim of reducing the time it typically takes advisers to capture the permitted tax breaks for clients.

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Adviser Partner Benefits

You can also watch our Business Development Managers, Kristen de Wet and Jacob Robertson, present...

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