Skip to main content

beta This is a new service – your feedback will help us to improve it.

Section 104 holding and two investment platforms

Answer
DavidL
Posted Mon, 16 Dec 2024 05:23:08 GMT by DavidL
If I use two investment platforms do I calculate each platform as a separate 104 holding or combined.
Answer
HMRC Admin 17 Response
Posted Mon, 23 Dec 2024 12:35:58 GMT by HMRC Admin 17 Response


Hi .
 
If they are for different shares it will be separate holdings and then added together for the overall gain/loss.

See : CRYPTO22200 - Cryptoassets for individuals: Capital Gains Tax: pooling  .

Thank you .

 
DavidL
Posted Wed, 25 Dec 2024 12:32:52 GMT by DavidL
This would be same shares but held on different investment platforms. Would they be pooled together for calculating the cost price of each share when calculating disposal capital gains for part of holding.

You must be signed in to post in this forum.