By: Glynnbob
Me and my wife have a joint trading account with ii does this mean the capital gains tax allowance is £24,600 ?
View ArticleBy: Richard Holden
With the power of attorney I’ve been trying to better diversify my aunt’s share portfolio, I do not have the buying price for some of her shareholdings that were acquired in the 1980s. Unfortunately...
View ArticleBy: Howard Gilbert
Thank you for your excellent article. However, I feel you have perhaps missed a claimable expense for those with Unit Trust Accumulation Share holdings and I hope accumulation script holdings of Shares...
View ArticleBy: The Accumulator
Hi Howard, What I think this Accumulation units rule is explaining is that you are not liable for CGT on your ‘notional dividends’. It’s widely accepted that the slice of your Accumulation units’ value...
View ArticleBy: Howard Gilbert
Thank you, that’s a great help, but I will make further queries including HMRC themselves as after all they are the tax professionals. I do have records for most years especially the last ten years. It...
View ArticleBy: DavidV
@Howard Gilbert (67&69) I think the subtle difference between accumulation units in unit trusts and shares acquired through scrip dividends is that the number of accumulation units held does not...
View ArticleBy: Al-ind-ex
There had been talk in the press of possible cuts to CGT allowances… but https://www.gov.uk/government/publications/budget-2021-documents/budget-2021-html#policy-decisions Budget 2021 at section 3.11...
View ArticleBy: Iain West
A big thanks to Monevator (The Accumulator and The Investor) and all others making the very helpful explanations and observations above. I’ve been enthralled for the last hour reading through ! Quick...
View ArticleBy: J
I’m in the fortune position of owning ~£315k of vanguard Lifestrategy 100 shares in my main account (which have exactly doubled in value to make the maths easy). I’m diligently Bed and ISAing to make...
View ArticleBy: The Accumulator
@ J – here’s some suggestions for LifeStrategy 100 alternatives: https://monevator.com/best-global-tracker-funds/ https://monevator.com/passive-fund-of-funds-the-rivals/ You can roll over CGT losses...
View ArticleBy: J
@TheAccumulator Those links are much appreciated and a very interesting read. I think “Fidelity Multi Asset World” is a suitable bed fellow for Lifestrategy 100 (although I need to remind myself why I...
View ArticleBy: Beeka
Can anyone point me to examples of section 104 holding pools on the second sale? As Naeclue says in #53: Buy 1000 shares for £5,000 (after costs), average price £5 per share Buy 2000 shares for £13,000...
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