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.
What Is Capital Gains Tax? A Plain English Guide for UK Beginners
Plain English explanation of UK Capital Gains Tax for absolute beginners. What it is, when you pay it, and what’s exempt. No jargon, no assumptions.
Tastytrade UK Tax Guide — Capital Gains Tax on Stocks and Options
How to calculate UK Capital Gains Tax on Tastytrade trades. Covers stocks, options chains, assignments, and the CSV export process for UK investors.
Freetrade Capital Gains Tax UK — GIA Trades, ISA Exemptions, and How to Report
How to calculate UK Capital Gains Tax on Freetrade trades. Covers GIA vs ISA, exporting your order history, and applying HMRC share matching rules.
How to Use Capital Losses to Reduce Your UK Tax Bill
How allowable capital losses work in UK CGT. When and how to claim them, carrying forward to future years, and loss harvesting strategies.