Stock Market Tax Planning

Unit trusts, investment trusts and OEICs are treated in much the same way as other share investments for capital gains tax purposes. There are, however, a number of quirks and capital gains tax calculations can be quite tricky....keep reading

Because the annual capital gains tax exemption is worth up to £2,968 in saved tax each year (£5,936 for couples), it makes sense to sell shares that are showing a profit so that the exemption is not wasted....keep reading

Options are used to speculate on share price movements or hedge portfolios against share price falls. Either way, the profits are normally subject to capital gains tax. The same goes for warrants. I s...keep reading

Takeovers Let's assume you buy 1,000 shares in Gordon plc for £1 each. The company does well and attracts a takeover bid from Monster plc. Monster plc could either make a cash offer for your shares...keep reading

In this section we take a detailed look at each component of the capital gains tax calculation: • Disposal proceeds • Acquisition cost, including the share matching rules. • Tax deducti...keep reading

Although many accountants would have you believe otherwise, the basic capital gains tax calculation is pretty straightforward. Once you sell shares you have what are called 'disposal proceeds'. Sub...keep reading

There are a whole variety of taxes that you could end up paying if you are a share trader or investor. The most important ones are: Income Tax Individuals pay income tax on any income they recei...keep reading