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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:

• Property investments
• Business assets

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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