Investment Accounting Software - CCH Equity-e

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Marketing and practice development can be a challenge for accounting practices.

CCH Equity-e produces capital gains tax schedules for life funds, corporations and private clients. It integrates with existing investment management or investment accounting systems, allowing you to explore and report on the tax impact of investment decisions.

The software is used by a number of leading UK life offices, investment managers and other major institutions who recognise Wolters Kluwer as the definitive provider of CGT services, with over 25 years experience in this field.

How this software can help your practice


Reduced complexity

CCH Equity-e automates time consuming and technically difficult calculations, implementing the appropriate legislation for each and every class and type of security in a fund or a clients portfolio. It provides for the automatic indexation of gains where appropriate and performs taper relief calculations for private individuals and trusts prior to 6 April 2008.


Reliable and up-to-date

The software is continually updated to ensure compliance with the latest CGT legislation so that calculations are always correct. Sophisticated validation routines check entries for technical accuracy.



CCH Equity-e integrates with your existing investment management or investment accounting system so that the latest CGT rules are always available to you. Results are held in an open database and can be quickly exported to other systems, including Microsoft Office applications, for further analysis and modelling.


'What if?' calculations

As well as calculating tax, CCH Equity-e produces a wide range of reports enabling you to analyse portfolios and assess the tax impact of investment decisions. These include instant 'What if?' calculations on holdings within



Work on individual funds, groups of funds or across all funds in the system.


Full audit trail

Whenever a change is made you can add a note so that HMRC or your client can be kept fully informed.


Try CCH Software

Take a tour of the CCH Central software suite and discover how our client-centric approach will save you time,improve efficiency and help your practice grow.


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