Calculating Share Trading CGT
Calculating Share Trading CGT
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Discussion

Insurancejon

Original Poster:

4,096 posts

275 months

Friday 12th November 2021
quotequote all
Sooooo, thanks to the gamble thread in lockdown, I made a large number of share transactions.

I (wrongly) assumed it seems, that the HL platform would be able to create a CGT statement like other platforms Ive used.

Turns out it does, or at least I can't find it and they say it doesn't when you ring up.

Its easy enough where I've sold the full holdings within the same take year

The issue comes from where I've made multiple sales, and only made a partial disposal. how do I calculate these?

Help

millen

688 posts

115 months

Friday 12th November 2021
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This guide may cover much of what you need https://www.gov.uk/government/publications/shares-...
I assume you meant 'multiple buys then partial disposal'. Generally I find it simplifies reporting to make a total disposal (or just 3 or 4 partial disposals within one tax year to fully exit a position).

Insurancejon

Original Poster:

4,096 posts

275 months

Friday 12th November 2021
quotequote all
millen said:
This guide may cover much of what you need https://www.gov.uk/government/publications/shares-...
I assume you meant 'multiple buys then partial disposal'. Generally I find it simplifies reporting to make a total disposal (or just 3 or 4 partial disposals within one tax year to fully exit a position).
thanks that helps, in that it gives clarity....its just a massive ball ache

totally agree with you on how to trade in future

Mr Overheads

2,627 posts

205 months

Friday 12th November 2021
quotequote all

Insurancejon

Original Poster:

4,096 posts

275 months

Friday 12th November 2021
quotequote all
thanks fella