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Posted Wed, 11 Dec 2024 15:56:41 GMT by David Newman
My fund managers have advised me that ‘the proposal is to merge, via a scheme of arrangement , your current fund XXX Adventurous Solutions G Accumulation , into XXX Dynamic Solutions G Accumulation’ I am concerned that this action will trigger CGT. Can you advise where I stand on this.
Posted Wed, 18 Dec 2024 12:39:16 GMT by HMRC Admin 19 Response
Hi,
You can see guidance here regarding mergers: 
IFM16110 - Exchanges, Mergers, Reconstructions
Thank you.

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