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.
UK Dividend Tax Explained — Allowances, Rates, and How It Interacts with CGT
How UK dividend tax works in 2025/26. The £500 allowance, tax rates by band, W-8BEN for US stocks, and how dividends interact with your CGT rate.
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.
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.