
Is capital gains tax becoming an “honesty tax”?
When holdings move between UK platforms, key tax data like original acquisition cost and income classifications often gets lost along the way. That leaves advisers reconciling by hand, clients facing surprise bills, and gaps that can be exploited. In FT Adviser, SecuritEase’s Karrie Tilburn, Product Manager for Investor Taxes, explains where the system breaks down and why cross-platform tax infrastructure is the fix.
Read the full article on FT Adviser →