Managing Capital Gains Tax more effectively with Rathbones Model Portfolio Service

The sharp reduction in the annual exempt amount for capital gains tax (CGT) has prompted fresh scrutiny of how portfolio changes affect clients, especially those with general investment accounts. The structure of the re-launched Rathbones MPS helps mitigate many of the issues advisers face when it comes to CGT, offering a cleaner, more controllable way to manage risk and return. By housing decisions within three in-house funds aligned to their Liquidity, Equity-type risk and Diversifiers framework, Rathbones aims to: • Minimise CGT events within GIAs • Reduce admin and reporting requirements...