|
|
 |
Capital Gains Tax Planning for Investors
Investors in Shares, Forex, Options, Futures and CFD's are all potentially within the scope of capital gains tax. Fortunately there are specific CGT reliefs as well as tax structuring opportunities that investors can use to reduce or even avoid capital gains tax. In this section we include all articles relating to capital gains tax planning for investors.
|
The Top CGT free countries for financial investors
If you want to sell shares or other financial investments free of capital gains tax, once of the best ways to achieve this is to move abroad and establish residence in a CGT free country. In this article we've looked at some of the top countries that don't levy CGT . . . keep reading
|
UCITS and UK tax
We've had some queries from members asking how UCITS funds are taxed. In this article we look at the UK tax implications of investing in both UK and overseas UCITS funds. . . . keep reading
|
Tax advice on CFD's
Question: I have read a lot of information on your web-site and am a bit confused about whether my CFD buying would be treated as an "investment" or "trade". I am a full time Sch E employee in a bank earning c£100k p.a. Throughout this year in my spare time I have invested a significant amount in CFDs. I have built up a sizeable CFD position of c£1.6m (across about 30 different companies) and I currently have realised a significant unrealised profit of c£400k. I also have realised losses of c£60k from Q4 last year. I would classify myself as an investor because I plan to hold the CFDs for the long term (rather than a series of short term trades), and have not really sold any of my CFDs (other than some small holdings that were sold due to stop-losses being activated etc). Given the above circumstances, do you think HMRC would view me as an investor or trader? . . . keep reading
|
AIM shares and Entrepreneurs Relief
Now that taper relief has gone for all disposals after April 2008, investors in AIM listed shares will need to reconsider whether they'll still qualify for beneficial rates of CGT. This article looks at Entrepreneurs Relief for AIM investors . . . keep reading
|
Using a company to reduce tax on forex/share trading
One of the most popular tax planning questions for forex or other financial traders is 'Should I use a company to reduce tax?'. This article looks in detail at when using a company is beneficial for forex and share traders/investors to reduce their UK taxes . . . keep reading
|
Where assets are located and why it's important for CGT purposes
For most people who are classed as UK resident and domiciled where assets are located is pretty much irrelevant. These will be charged to capital gains tax on their worldwide gains in any case so whether they're here or overseas will make little difference. However, for other the location of assets will be crucial in terms of determining the correct tax treatment. This article looks at the location of UK and overseas assets for UK tax purposes . . . keep reading
|
Tax for non UK domciliary 'trading' overseas stocks
Many non UK domiciliaries are living in the UK and investing in both UK and overseas shares/stocks. Assessing the UK tax implications will be crucial. This article looks at the tax treatment of and UK tax planning opportunities arising from non UK domiciliaries investing or trading in overseas stocks . . . keep reading
|
Options and the CGT Matching Rules
The matching rules are way of determining what the cost of your disposal is for CGT purposes. When you sell a property for instance its pretty straightforward to work out what your cost was. With shares and other financial investments it can be much more complex. This article looks at the CGT matching rules for options . . . keep reading
|
UK tax on a bear call spread
A bear call spread is a popular trading style where you have a negative, bearish view of the market. This article looks at the income/capital gains tax implications of a bear call spread . . . keep reading
|
Tax on a put option
Put options give the holder the right to sell shares, forex or other financial assets to the writer of the option within a given time period. This article looks at the tax treatment of financial put options . . . keep reading
|
UK tax on a strangle option strategy
Strangle options are primarily a method of retaining exposure to potentially favourable movements in a share price whilst also limiting the potential risk. It is achieved by buying a combination of puts and calls. This article focuses on the UK tax implications of a strangle option trade. It includes example illustrating how UK tax is calculated . . . keep reading
|
|
|
|
|
|
|
|
|
|
|
 |
|
|
|
|
 |
|
|
|
|
 |
|
|
|
"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
| | |
|
About this Site
