Tax Year End Planning — 7 Things to Do Before 5 April
7 things UK investors should consider before the 5 April tax year end to minimise Capital Gains Tax and maximise allowances. Actionable steps with worked examples.
ISA vs GIA — When Your Investments Are Taxed and When They’re Not
The tax differences between ISA and GIA accounts for UK investors. What’s taxed, what’s exempt, and when it makes sense to use each.
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.
Trading 212 Capital Gains Tax UK — How to Calculate and Report Your CGT
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.
Bed and ISA — How to Reduce Capital Gains Tax on Your Shares Legally
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.