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.
Crypto and Capital Gains Tax — How HMRC Taxes Bitcoin and Digital Assets in the UK
How HMRC taxes cryptocurrency in the UK. Bitcoin and other crypto are chargeable assets subject to CGT. Covers pooling rules, what triggers a disposal, and reporting requirements.
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.
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.