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Tax and your investments

Introduction| Course| Q&As | Recommended reading| Quiz |

Introduction

Context

The workshop focuses on the tax situations which investors will encounter when they deal in the shares of quoted companies. It doesn't cover:

Prior knowledge required

None. The course is designed for beginners.

Contents

  1. Keeping it legal
  2. How HMRC treats your investment income
  3. Keeping records
  4. The basis of dividend income
  5. Dividend income
  6. Interest income
  7. Interest on Treasury Stock
  8. Capital gains tax basics
  9. Base cost
  10. Indexation
  11. Taper relief
  12. Indexation and taper relief - together!
  13. Date of acquisition
  14. Disposal proceeds
  15. Disposal of a holding with a history
  16. Takeovers
  17. Bonus/scrip issues
  18. Share splits
  19. Buybacks
  20. Rights issues
  21. Share options
  22. Beneficiaries and minors
  23. Calculating your CGT liability
  24. Using your annual CGT exemption
  25. Transfers between spouses
  26. ISAs
  27. Delaying capital gains
  28. Other tips to reduce CGT liability
  29. Conclusion

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