9 September 2009
NUCLEUS LAUNCHES FREE CAPITAL GAINS TAX CALCULATOR
Nucleus Financial, the IFA-owned and controlled wrap proposition, has launched a free online
capital gains tax (CGT) calculator for its business platform.
The new tool, introduced in response to adviser demand, will allow Nucleus IFA members to
easily ascertain both the actual and expected capital gains tax for their clients with statements
of estimated and realised capital gains. The calculator will simplify for advisers the process of
determining capital gains tax for clients in model portfolios with frequent rebalancing, as well as
for clients making traditional fund investments.
Andrew Smith, chief operations officer at Nucleus comments of the development:
“The new CGT calculator offers advisers an accurate method by which to calculate both actual
and expected capital gains for their clients and should further empower advisers and their
clients to make the right financial decisions for their individual circumstances in the current
“Nucleus is committed to providing the highest quality of service possible for member-IFAs and
their clients alike and the introduction of this tool is a further example of that.”
For further information please visit www.nucleusfinancial.com or contact:
Sarah O‟ Connell, MRM, 0203 3269903 / 07818 673199
Nucleus Financial Group is an online wrap based business platform.
Nucleus was founded in 2006 by a number of high quality IFAs who shared a commitment to
create a market where advisors have the infrastructure and desire to place the client centre
Since foundation Nucleus has established itself as a major force for change in the market. It is
now a community of IFA businesses who through ownership and control of the business
process seek to create a better customer experience.
The management team is led by David Ferguson chief executive, and offers extensive
experience across all areas of the UK retail financial services market.
The company was rewarded for its ground-breaking approach at the Scottish Financial
Enterprise (SFE) Innovators Awards held in Edinburgh on 29 November 2007.
Nucleus Financial was rewarded for bringing something new to the wrap platform sector and
won best new platform at the 2008 Adnitor Awards in October.
Nucleus won the „Best online wrap or fund supermarket‟ accolade at the 2008 Online Finance
awards in November, 2008.