Interactive Data’s Capital Gains Tax services can help to improve the efficiency of the day-to-day work carried out by accountants, tax professionals, investment managers and bankers amongst others. This work includes CGT calculations, completion of CGT and income tax returns and tax planning, as well as portfolio management and investment decisions.

Capital Gains Tax Service

This service details capital changes chronologically to the present day with Capital Gains Tax (CGT) adjustment factors and market values for UK and Irish listed securities.

Capital events affecting the CGT position of securities including:

• Scrip issues, scrip dividends and dividend reinvestment plans
• Rights issues and payments to holders of lapsed rights
• Subscription offers to existing share/stockholders with relevant tax treatment
• Subdivisions and consolidations
• Take-overs, mergers and amalgamations
• Redemptions, repayments and conversions
• Liquidation distributions and official negligible value announcements
• 31 March 1982 (UK) and 6 April 1974 (Irish) base date prices and adjustment factors
• Monthly Index of Retail Prices from March 1982

Exemptions from Capital Gains Tax

Identifies UK and Irish listed securities and qualifying corporate bonds that are exempt from CGT.

Capital Losses

Details of UK and Irish securities which the UK Inland Revenue have declared valueless or of negligible value from 6th April 1965. Also accepted by the Irish Revenue Commissioners.

Changes of Names

Lists names changes for UK and Irish listed companies since 1965.

Capital Gains Tax Seminars

These rewarding one day seminars provide an indepth overview of Capital Gains Tax with a detailed examination of quoted securities. The popular introduction to CGT and the advanced course are held in London. Click here for further details.

For pricing and purchasing information email enquiries@interactivedata.com or call +44 (0)20 7825 8100.