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.
Self-Assessment for Investors — A Complete Walkthrough
A step-by-step guide to filing self-assessment as a UK investor. Covers registration, which forms you need, key deadlines, and how capital gains and dividends fit together.
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.
HMRC Exchange Rates — How to Convert USD Trades to GBP Correctly
How to convert foreign currency trades to GBP for UK Capital Gains Tax. Which HMRC exchange rates to use, where to find them, and common mistakes.
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.
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.
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.
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.
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.
Do I Need to Report Capital Gains? The £3,000 vs £12,000 Rule Explained
When you need to report capital gains to HMRC on your self-assessment. The £3,000 exemption vs the £12,000 reporting threshold explained.