Tax Treatment
Discrectionary Fund Management Tax Treatment
Tax Treatment
Investing through a Discretionary Fund Manager will often give rise to a tax reporting event. This can be overcome by working carefully with the Discretionary Fund Manager, the Independent Financial Adviser and an Accountant.
The Discretionary Fund Manager will provide information on any gains you may have for capital gains tax and assist you in providing information for your annual income tax returns.
One key role of your Independent Financial Adviser is to ensure that your tax position and reporting is maintained and kept as simple as possible.
Discussions on your Tax position would take place with your IFA at every review.
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