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Where Taxpayers and Advisers Meet

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by Scooby99
Fri Aug 19, 2011 2:15 pm
Forum: Capital Gains Tax, CGT
Topic: Mistake crystalising gain
Replies: 2
Views: 766

Re: Mistake crystalising gain

Hi Maggie - thanks for this. I thought so but it was worth asking.
by Scooby99
Fri Aug 19, 2011 1:23 pm
Forum: Capital Gains Tax, CGT
Topic: Mistake crystalising gain
Replies: 2
Views: 766

Mistake crystalising gain

Hi – please help ! I am a financial adviser who, wholly inadvertently, advised a client to move between unit trusts which has crystallised a gain. The transaction took place around 6 weeks ago, and I understand that his annual CGT allowance has been fully used. As this was my error, and the transact...

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