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  • ^ yep, it's typically for cash in banks (investments being a riskier class altogether)

    Anyone done a CGT / income calculation on Nutmeg a withdrawal from a non-isa (GI) account?

  • IIRC CGT is calculated on your average in-price, there’s no FIFO/LIFO calculation to be done. This makes it fairly simple to calculate your gain / loss.

    Remember that if you are selling more than about £80k (check the precise number) you have to file a CGT report even if there is none payable.

    Income should already have been declared on self assessment based on the figures they give you in annual tax certificates.

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