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.
HMRC Share Matching Rules Explained — Same-Day, 30-Day, and Section 104 Pool
Clear explanation of HMRC’s three share matching rules for Capital Gains Tax: the same-day rule, the 30-day bed & breakfast rule, and the Section 104 pool.
Options Capital Gains Tax in the UK — How HMRC Taxes Calls, Puts, and Assignments
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 to Fill in SA108 — Capital Gains Summary for Self-Assessment (Box-by-Box Guide)
Step-by-step guide to filling in the SA108 Capital Gains Summary supplementary page for your UK self-assessment tax return.
How to Calculate UK Capital Gains Tax on Shares — The Complete 2025/26 Guide
Step-by-step guide to calculating UK Capital Gains Tax on shares for 2025/26. Covers HMRC share matching rules, Section 104 pools, the 30-day bed & breakfast rule, and SA108 filing.