I have a couple of clients who have disposed of shares outside of ISAs with firms like Hargreaves Lansdown as part of an investment portfolio.
The client has provided the the usual investment reports which nicely cover dividend income and interest etc on the consolidated tax certificate but I cannot see any detail for the disposal of shares. All I have is a share account opening balance and closing balance of nil (i.e. all sold, some taken to ISA, some taken by client).
Would Hargreaves Lansdown be expected to provide a CGT type summary by tax year? If not, what records do I need to work from.
Any guidence would be much appreciated.