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.
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.
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.
What happens to your Capital Gains Tax obligations when you leave the UK. The temporary non-residence trap, the 5-year rule, and planning before you go.
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.
How to calculate UK Capital Gains Tax on Tastytrade trades. Covers stocks, options chains, assignments, and the CSV export process for UK investors.
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.
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 calculate and report UK Capital Gains Tax from Trading 212. Export your CSV, understand GIA vs ISA, and apply HMRC share matching rules.
How UK Capital Gains Tax applies to stock options — including calls, puts, assignments, exercises, and expiries. Covers HMRC treatment under TCGA 1992 s.144.
How the Bed and ISA strategy works step-by-step. Legally reduce your UK Capital Gains Tax by moving investments from a GIA to an ISA.