Navigating Capital Gains Tax (CGT) can be a daunting challenge for UK employees, but NatWest Group is turning complexity into clarity. This session will explore how NatWest supports employees throughout the CGT journey—from initial awareness to understanding available options, such as ISA, pension, or spousal/civil partner transfers, through to confidently completing tax returns. Central to this approach is NatWest’s bespoke CGT base cost calculator, which simplifies calculations across multiple share plans while serving as an educational resource. Attendees will discover how effective tools, resources, and guidance can transform a complex tax scenario into an engaging and empowering employee experience, increasing appreciation for the value of share ownership across the organization.

KEY LEARNINGS:

• How to provide employees with practical tools and guidance to navigate CGT across multiple share plans. 
• The impact of effective CGT support on employee engagement, confidence, and overall experience. 
• Lessons from NatWest’s approach to transforming complex tax scenarios into accessible and educational experiences.