Platforms with 'what if' CGT tools

richallum

Anyone use a platform with a tool that allows you to model various what if scenarios and not just realised or unrealised gains? Things such as:

• what if I sold 100% of asset X
• what if I sold proportionately across all assets

DanAtkinsonUK

I think OMW, Novia, & Elevate do this. However Elevate always used to be via a spreadsheet put together by them (we had to sign a disclaimer). Certain there are others, but they don't come to mind immediately.

richallum

Thanks @DanAtkinsonUK OMW is looking best out of the ones I've researched so far.

benjaminfabi

OMW is good. Standard Life also. I've used both.

But nothing beats a goal seek spreadsheet