Covered Calls and Cash-Secured Puts — Tax Treatment of Popular Option Strategies
How covered calls and cash-secured puts are taxed in the UK. The three possible outcomes for each strategy and how HMRC treats the option premium.
Making Tax Digital — What UK Investors Need to Know for 2026
Making Tax Digital launches in April 2026 for some taxpayers. What it means for investors, whether CGT is affected, and how to prepare your digital records.
What Happens When Your Broker Closes — Protecting Your Tax Records
What happens to your shares and tax records if your broker shuts down. FSCS protection, record retention, and how to protect yourself before it happens.
How to Read Your Broker Statement for Tax Purposes
How to read and interpret your broker’s transaction history for UK Capital Gains Tax. What each column means, which rows matter, and which to ignore.
Common CGT Mistakes That Trigger HMRC Enquiries
The most common Capital Gains Tax mistakes that land UK investors in trouble with HMRC. How to avoid them and what happens if you get it wrong.