Investment Portfolio Charges

Investment Portfolio Charges

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Limited Company client has paid Investment management Company to manage the company's portfolio of shares.

Is the £1987 costs set against any capital gains  or Investment income or to P & L as legal costs

If capital Gains how do you allocate it over 20 different share transactions

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By Portia Nina Levin
15th Jul 2015 11:01

They are management expenses

Which can be set against a company's total profits, which will include both its chargeable gains and its investment income.

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