Do trading platforms provide all the information required for self assessment like CGT calculation?
in Savings & investments
10 replies 214 views
I have used most of the big names like HL, AJ Bell and ii before but only for tax wrapper accounts where there are no tax implications and any documents they have provided like annual portfolio reviews haven't shown tax liability calculations. With a trading account do I have to track buy and sell activity and calculate by hand CGT and dividends or do these platforms provide a simple report at the end of the tax year? Dividends aren't difficult to do manually but it can get tricky calculating CGT when I buy multiple tranches at different prices and sell in different sizes or for certain type of funds.
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