Gifting Shares — CGT Implications of Giving Shares Away
The CGT implications of giving shares to family, friends, or charity. Gifts are disposals at market value — except to your spouse. Includes worked examples.
UK Tax Guides & Insights
Capital Gains Tax, share pooling, SA108 filing, and more for UK investors.
How to Keep CGT Records — What HMRC Expects and for How Long
What records HMRC expects you to keep for Capital Gains Tax, how long to keep them, and what happens if you lose them. Practical advice for UK share investors.
Tax Year End Planning — 7 Things to Do Before 5 April
7 things UK investors should consider before the 5 April tax year end to minimise Capital Gains Tax and maximise allowances. Actionable steps with worked examples.
ISA vs GIA — When Your Investments Are Taxed and When They’re Not
The tax differences between ISA and GIA accounts for UK investors. What’s taxed, what’s exempt, and when it makes sense to use each.
CGT on ETFs in the UK — Index Funds, Offshore Funds, and Reporting Status
How UK Capital Gains Tax applies to ETFs and index funds. Covers reporting fund status, offshore vs UK-domiciled funds, accumulation vs income, and stamp duty.
Excess Reportable Income (ERI) — What UK ETF Investors Need to Know
What Excess Reportable Income means for UK investors holding offshore ETFs like VWRL, VUSA, and VFEM. How ERI affects your Section 104 pool.
Stock Splits and UK Capital Gains Tax — How to Adjust Your Section 104 Pool
How stock splits affect your UK Capital Gains Tax calculation. A split is not a disposal — here’s how to adjust your Section 104 pool correctly.
UK Dividend Tax Explained — Allowances, Rates, and How It Interacts with CGT
How UK dividend tax works in 2025/26. The £500 allowance, tax rates by band, W-8BEN for US stocks, and how dividends interact with your CGT rate.
The 30-Day Bed and Breakfast Rule — 7 Mistakes That Cost UK Investors Money
Common mistakes UK investors make with the 30-day bed and breakfast rule for Capital Gains Tax and how to avoid them.
How to Calculate CGT Across Multiple UK Brokers
How to calculate UK Capital Gains Tax when you trade the same shares across multiple brokers. Section 104 pools span all accounts.