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Thursday, 18th April 2024
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Tax planning tool for private investors launched Back  
Morgan Stanley Quilter, the specialist in bespoke investment management services, has launched one of the first Capital Gains Tax (CGT) services in Ireland for investors.
The product enables Morgan Stanley Quilter’s investment managers to manage, monitor, and target, annual CGT positions, that ultimately affects how much tax is liable at the end of September and December reporting dates. Clients and their financial advisers can receive reports twice a year with details of CGT and indicative details of other taxes, such as income tax, which is levied on the disposal of some assets. Brian Weber, head of the Dublin branch, says, ‘Currently anyone with a CGT position receives a list of transactions and the information is worked out manually, either by themselves or their adviser. Morgan Stanley Quilter’s system removes all the manual input. It eases the administrative burden for our clients and their advisers, eliminating that last minute rush to gather all necessary information, which so often occurs at tax dates’.

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