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.
Excess Reportable Income (ERI) — What UK ETF Investors Need to Know
What Excess Reportable Income means for UK investors holding offshore ETFs like VWRL, VUSA, and VFEM. How ERI affects your Section 104 pool.