Unique tax planning information and advice for traders and investors in Shares, CFD’s, Options, Futures, Forex and Commodities
Home | Discussion Forum | Member Benefits | Sample Articles | Trading Tax Advice | Trading Tax Q&A's | Search | Member Area
 Join Us
Gain immediate access to all our articles, the trading tax Q&A service, our discussion group plus much more. Click here for details.
 About this Site
 About this Site
 Our 100% Guarantee
 Our Experts
 Subscribe Today
 Trading Tax Advice
 Increase in CGT - 2010
 DEPARTMENTS
 CFD's & Futures
 Forex
 General
 Options
 Shares/Stocks
 Trading v Investment
 Trading Tax Q&A's
 PRODUCTS
 Capital Gains Tax
 Income Tax
 Non UK Domiciliaries
 Non UK Residents
 Offshore Tax Planning
 Other Tax Planning
 Other
 Ask For An Article
 Members Tax Q&A
 Your Account
 RESOURCES
 Article Index
 Contact Us
 Help
 Most Popular
 Tax-Bids.com



Offshore company formation for traders & investors
Which of the following best describes your tax treatment?
Share Trader
Share Investor
Forex Trader
Forex Investor
CFD/Futures/Options Trader
CFD/Futures/Options Investor

  • Show Survey Results
  •      
    home | General
     

    Other tax planning for financial investors & traders
    Using options and futures to hedge risk and can it affect your tax status?
    11/09/2009
    Using options and futures to hedge risk and can it affect your tax status? If you're dealing in financial futures, options, or CFD's you'll need to determine whether you are a financial trader or a financial investor. This will have a crucial impact on how you're treated for UK tax purposes. This article looks at the tax status of anyone dealing in CFD's, Options or Futures and how using these derivatives to hedge your portfolio risk will effect this . . . keep reading
    Tax Planning for financial traders planning on losing UK residence in the future
    04/09/2009
    Tax Planning for financial traders planning on losing UK residence in the future Speak to many traders and investors and quite a few will be looking to leave the UK in the future. Usually when they've made a large enough profit from their trading or investing activities. If you you're leaving the UK there are lots of tax planning advantages which we've looked at in other articles. However is there anything that you could do now (ie whilst UK resident) to reduce your taxes that can take account of the fact you are going to leave the Uk in the future? . . . keep reading
    Why CFD's have a huge tax advantage over direct investments in shares or forex (aside from the stamp duty exemption)
    02/09/2009
    Why CFD's have a huge tax advantage over direct investments in shares or forex (aside from the stamp duty exemption) Most investors knows that CFD's are free of stamp duty. This in itself can be a sizeable saving where you are investing in contacts with a substantial value. However this is not the only tax benefit of CFD's. To see exactly how good they are you need to look at the alternative, which is a direct investment into the shares, currency or commodity. . . . keep reading
    How non dom traders can make the most of overseas capital for tax free remittances
    26/08/2009
    How non dom traders can make the most of overseas capital for tax free remittances Many non dom traders are concerned about how to remit overseas cash free of UK tax. In this article we look at the position of overseas capital, including exactly what it is, howe it can be remitted tax free and the position of mixed funds . . . keep reading
    Should you invest via an investment club or a limited company to reduce tax?
    19/06/2009
    Should you invest via an investment club or a limited company to reduce tax? This article looks at how to structure investments with friends or colleagues. There is a special mechanism in the form of 'share clubs' that could be used or alternatively you could look to form a limited company or partnership and use this to hold the investments. We look in detail at the tax effects of the different options . . . keep reading
    Are profits from spread betting always free of tax?
    25/05/2009
    Are profits from spread betting always free of tax? It's well known that spread betting profits are free of tax. This is because for tax purposes spread betting profits are classed as income arising from gambling activities. As gambling income the profits would therefore be fully exempt from UK income tax, national insurance and Capital Gains Tax ('CGT'). However is this always the case? . . . keep reading
    Reducing tax on bond investments
    15/04/2009
    Reducing tax on bond investments Bond holders will enjoy significant capital growth given interest rates have been slashed. This could make bonds an attractive investment opportunity for many investors particularly given the lower levels of risk when compares with equities. In this article we look at the UK tax implications of holding different forms of bonds and the tax planning opportunities. . . . keep reading
    Group investments - should you use an investment club or a company?
    30/03/2009
    Group investments - should you use an investment club or a company? Share clubs are becoming increasingly popular. Essentially what happens is a group of friends or colleagues put some cash in a 'pot' and this is then used to invest in shares that the group, (or an executive committee) decide upon. At predetermined intervals the profit is distributed to the members. This article looks the tax implications of structuring this as an investment club or company . . . keep reading
    Transferring Shares to Children to Avoid Income Tax
    Making the most of a spouses basic rate tax band is a common tax planning strategy but what next? If you hold shares as an investment can you transfer some of the income to your children to benefit from their lower tax rate? This article looks at how you can access your children basic rate tax bands to reduce income tax . . . keep reading
    Extracting cash as capital to claim Entrepreneurs Relief and reduce tax on share/CFD/Option/forex trading profits
    Extracting cash as capital to claim Entrepreneurs Relief and reduce tax on share/CFD/Option/forex trading profits AIM investors used to be able to qualify for business asset taper relief if they sold shares in companies quoted on the AIM provided they were trading companies. As from 6 April 2008 taper relief no longer applies and business owners (who were the main target for taper relief) will now need to look towards Entrepreneurs Relief to reduce their tax rate to the effective 10% rate of CGT. This article looks at one option for financial traders to reduce their effective tax rate to 10% . . . keep reading
    Stamp duty on options and financial investments
    Stamp duty on options and financial investments This article summarises the stamp duty position for anyone looking to invest in CFD's, Futures or options . . . keep reading
    Spread betting via a company and UK tax
    Spread betting via a company and UK tax We all know that spread betting is free of UK tax and NIC. However what if instead of spread betting in your name you spread bet via a company? This article looks at the tax position for the company on any profits or losses from a spread betting activity . . . keep reading
    Floating tax havens for traders & investors
    Floating tax havens for traders & investors If you like travelling, are fond of the sea and are looking to slash your tax bill you could consider living on a boat. The main advantage to this is that you could avoid being a tax resident of any country. This article looks at the tax planning benefits of becoming a nautical nomad and trading from overseas. . . . keep reading
    Deferring or exempting CGT on any disposals by reinvesting into EIS shares
    Deferring or exempting CGT on any disposals by reinvesting into EIS shares The EIS scheme can provide investors with both income tax and CGT reliefs. Whether you're trading or investing in Shares, CFD's, Options, CFD's or Forex you can secure significant tax advantages by making EIS investments. This article looks at the reliefs available to financial investors . . . keep reading
    Day Traders & Investor Status for Tax Purposes
    Day Traders & Investor Status for Tax Purposes Before the 2008 budget for most share speculators there were not significant differences between share trader and share investor status. This article looks at trader v investor status for day traders taking account of the 2008 capital gains tax changes . . . keep reading
    £1.00 Trial
     Tip of the Week
    Sign up to our free tax planning newsletter for the latest trading tax planning opportunities
    Email:
    Investors Tax Bible


    Trading tax experts at YourTradingEdge


     Discussion Forum
    Recent Forum Posts
    • Margin account taxation
    • Allocation of CFD interest to specific CFD trades.
    • Forex trading through a UK limited company
    • US Brokers with UK Subsidiaries
    • CGT increase
    • Tax free spread betting or not?
    • Trader or Investor
    • domicile or not, that is the question.
    • forex (investor)
    • Using a trust or company after the CGT rise?
    • New CGT rules of of new Tory-Lib govt
    • accountant recommendation
    • Tax on Forex trading using a Ltd company
    • Can someone help me with the tax process
    • CFD - Capital Gains tax share matching rules
    Search Discussion

     Features

    Find this here and more!
    · Trading Tax Q&A's
    · Tax Planning Reports
    · Forex Tax Planning
    · CFD Tax Planning
    · Tax Planning for Options
    · Tax Planning for Shares
    · Ask For An Article
    · Downloadable Checklists
    · Tax Planning Strategies
    · Content From Specialists
    · Members-Only Tax Forum
    · Members-Only Newsletter
    · Much, Much More!


    "I've found this website very useful in reducing tax on my forex profits. It's definitely worth the subscription fee."
    Adrian Childs
    Edinburgh


    "After having inconsistent advice on other forums it's been great to finally get to the bottom of what I can and can't do to reduce my taxes!"
    Peter Young
    Cyprus