For Investors

Investor tax, decoded

Shares, ETFs, crypto, EIS/SEIS, P2P, foreign income, rental portfolios. UK tax on investments has more wrinkles than HMRC will ever admit. We file properly, find the reliefs, and stop you double-paying.

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★ 4.9 from 500+ UK clients·ICAEW & ACCA registered·HMRC Authorised Agent·Most filings in 24 hours

Sound familiar?

Common headaches we fix

!You've sold something profitable and don't know how much CGT you owe

!Your crypto gains are a tangle of exchange CSVs and bed-and-breakfasting rules

!EIS/SEIS investment but you didn't claim the income tax relief properly

How it works

Three steps. That's it.

No 20-page forms. No "log in to your portal". Just tell us what you need, send the docs, and get on with your day.

Tell us about you

60-second form or a quick phone call. We tell you exactly what we need and exactly what it'll cost — fixed.

Send the docs

Drop your paperwork into a secure UK-hosted portal. Photos work fine. We chase HMRC for anything missing.

We file it

Your accountant prepares the return, walks you through it, and files it. Most jobs done in 24 hours.

What we file for you

Exactly what's covered

Capital Gains Tax (CGT) on shares, property, crypto, collectibles
30-day Bed-and-Breakfast rule and Section 104 holdings (share matching)
£3,000 annual CGT exempt amount + spousal transfers to use both allowances
Crypto: matching, fork events, staking rewards, DeFi income
Dividend income with the £500 dividend allowance + 8.75%/33.75%/39.35% rates
EIS / SEIS / VCT: 30%/50% income tax relief + CGT deferral/disposal relief
Foreign tax credit on overseas dividends or capital gains
60-day CGT return on UK residential property disposals

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No signup, no card, no sales call. We tell you exactly what we'd file and what it'd cost.

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Real numbers

Don't pay tax twice on the same gain

Investors routinely overpay because of: missed annual exempt amount (£3,000 for 2025/26), no spousal transfer to use the partner's allowance, missed EIS/SEIS reliefs (worth 30–50% of investment), wrong cost basis on share disposals (Section 104 vs same-day vs B&B rules), and unclaimed foreign tax credits. We catch all of it.

Free tools

Calculators built for investors

Honest answers

You probably want to know

I sold shares this year. Do I need to file?

If your total taxable gain (after the £3,000 exempt amount) exceeds zero, yes — even if you've never filed before. Also: if disposal proceeds exceed £50,000 (4× the old exempt amount), you must report regardless of gain.

How do you handle crypto?

We work from your exchange CSVs (Coinbase, Binance, Kraken, etc.) plus any wallet-to-wallet movements. We compute Section 104 pooled cost, match disposals correctly, calculate gains in GBP at the disposal date, and apply staking/airdrop income separately. Tools we use: Koinly, Recap, or manual reconciliation.

I made an EIS investment. What can I claim?

Up to 30% income tax relief on the year of investment (or carry-back to prior year), tax-free growth, and CGT deferral on existing gains rolled in. We claim all of these — they're commonly missed because they're on the SA101 supplementary page that most DIY filers don't notice.

I sold a UK rental property — what's the 60-day rule?

Since April 2020, UK residential property disposals must be reported and the CGT paid within 60 days (was 30 originally). The gain ALSO goes on your annual Self Assessment. We do both — and use Private Residence Relief where the property was ever your home.

Services

What we'd typically file for you

Stop dreading tax. Start ignoring it.

Get a fixed-fee quote in 60 seconds. No signup, no card, no sales call. We'll just tell you what it'll cost and how fast we can file it.

Get my free quote Call +44 7799 123045