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UK investment tax, minus the strain

Made a profit from investment but shedding tears from the hassle of the tax implications? 

We created this one-stop-shop to help you navigate UK investment tax. Think calculators, guides, tax tips, and more. Click through the tabs below for tax help, made for you.

Your situation

Outlined number oneOutlined number one
How did you make money?
Profit from capital gains
Annual salary
Other income

Tax and profit

Outlined number two
  • Your profit from
    Incl. £12,300 tax-free CGT allowance
  • Capital Gains Tax to pay
  • Profit after tax

How your capital gains tax is calculated

Your total capital gains tax (CGT) owed depends on two main components:

  1. How much you earn in total
  2. What type of assets you sell

Your overall earnings determine how much of your capital gains are taxed at 10% or 20%.
Our capital gains tax rates guide explains this in more detail.

In your case where capital gains from shares were £20,000 and your total annual earnings were £69,000:

Capital gains tax (CGT) breakdown

You pay no CGT on the first £12,300 that you make

You pay £127 at 10% tax rate for the next £1,270 of your capital gains

You pay £1,286 at 20% tax rate on the remaining £6,430 of your capital gains

Did you know? 🤔

You can earn up to £12,300 in investment profits every year by claiming the Capital Gains Tax allowance. It’s automatically applied when you file your Self Assessment. If you make less than £12,300, you don’t need to declare it.

Get your tax toolkit

Stay on top of UK investment tax with our Tax Return Toolkit. Get a guide to navigate your CGT liabilities, check out our Spotify playlists to motivate you for tax filing, or download our tax deadline calendar straight into your Gmail.

Guide to CGT returns

Learn more

Songs to help you focus

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Tax deadline calendar

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