Blog
News, guides, and tax insights for UK investors
The Wheel Strategy and UK CGT: How the Tax Works
How UK Capital Gains Tax works on the wheel strategy: cash-secured puts, assignment, covered calls, being called away, and the cross-year amendment trap.
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Self Assessment for investors: SA108, SA106 & SA100
Which Self Assessment forms cover shares, crypto, options and foreign dividends — and how the calculator fills every box for you.
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Options and UK Capital Gains Tax: How CGT Works on Options Trading
Options and UK CGT: expiry losses, exercise and assignment outcomes, and how writers are taxed — with worked numbers.
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How to Find and Report Excess Reportable Income (ERI)
Find the ERI figure for your offshore ETF, work out the deemed income, and report it on Self Assessment — without taxing yourself twice.
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HMRC now sees your crypto: what CARF means for your CGT
From January 2026 UK exchanges report your trades to HMRC under the Cryptoasset Reporting Framework. What data they send, and how to reconcile your gains.
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Tax on cash in stocks and shares ISAs from April 2027
Cash in a stocks and shares ISA is taxed from April 2027 (22% savings rate in 2027-28). Money market funds count as cash; gains, dividends stay tax-free.
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Robinhood UK CGT: upload your Activity Statement, get an HMRC report
Calculate UK CGT from the Robinhood UK Activity Statement CSV: stock disposals, dividends and US withholding tax, at HMRC monthly FX rates.
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