Inherited Shares — How Capital Gains Tax Works When Someone Dies
How Capital Gains Tax works on shares you’ve inherited. The base cost resets to market value at death — but there are traps to know about.
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.
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.