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News, guides, and tax insights for UK investors
iShares Excess Reportable Income for 2025 Now in the Calculator
iShares Excess Reportable Income for 2025 (CSPX, SWDA, ISF, ERNS and more), BlackRock Global Funds to August 2025, Invesco back to 2018. 2,236 entries added.
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UK Tax on Stock Options: EMI, CSOP, RSUs and Unapproved
Income Tax and NI when you exercise or vest, Capital Gains Tax when you sell. EMI, CSOP, RSUs and unapproved options compared, with a worked example.
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AJ Bell CGT: upload your transaction history, get an HMRC report
UK CGT from the AJ Bell Transaction history CSV: fund, share and ETF trades, cash interest, and the dealing charge worked out from the settled cash.
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Import your cgtcalculator.com file without reformatting
The classic cgtcalculator.com seven-column text format now imports directly, with the original Example 1 available as a live report.
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Amundi, SPDR and Xtrackers ERI Now Supported
Amundi, SPDR and Xtrackers Excess Reportable Income is now applied automatically, adding 3,180 ERI entries with warnings for missing periods.
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New UK buy-to-let calculator: yield, Section 24, CGT exit
A free UK buy-to-let calculator: gross and net yield, cashflow with Section 24, stamp duty in all three nations, personal vs company, and the CGT exit.
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Two new calculators: UK take-home pay and mortgage repayments
New: a UK salary calculator (2026/27–2024/25, Scottish bands) and a UK mortgage calculator (repayment or interest-only, overpayments). Free, no sign-in.
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