CGT and selling demultualisation shares

Udd5p3r50n

I gained a small number of shares when Standard Life demultualised, so purchase cost 'nil'. Dividends bought more shares, but my records only go back to 2013. I must now sell. How do i calculate CGT

eskbanker

If it's only a small number of shares, are you actually likely to have >£3K worth of chargeable gains anyway, or do you have other unwrapped investments to sell?

wmb194

https://forums.moneysavingexpert.com/discussion/6662973/cgt-and-selling-demultualisation-shares

How much are they worth in total? You have a £3,000 per tax year annual 0% CGT allowance. If less than this and you have no other capital gains then you don't need to worry.

You probably know but they won't be Standard Life shares now, they'll be Aberdeen as SL and Aberdeen merged in 2017. Phoenix Group recently changed its name to Standard Life because it bought Standard Life's assets from Aberdeen but it's unrelated to the demutualisation shares.

DRS1

You might want to read this

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