Tax on Shares

please note readers should be aware that not all statements may be factual, correct or up to date, please verify and research independently where possible.

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UK

HM GOV.UK Official site

Current Tax Year 6 April 2019 to 5 April 2020

https://www.gov.uk/individual-savings-accounts/overview

https://www.gov.uk/personal-pensions-your-rights

https://www.gov.uk/tax-sell-shares

AIM

https://www.londonstockexchange.com/companies-and-advisors/aim/publications/a-guide-to-aim-tax-benefits.pdf

Capital Gains

https://www.which.co.uk/money/tax/capital-gains-tax/guides/capital-gains-tax-on-shares (additional to official gov.uk/tax on shares)

https://www.ato.gov.au/Individuals/Investing/In-detail/Investing-in-shares/Shares---helping-you-to-avoid-common-mistakes/

The Benefits of an ISA.
https://www.moneyadviceservice.org.uk/en/articles/stocks-and-shares-isas

Bed & ISA
Bed and ISA transactions allow you to sell existing investments and use the proceeds to open or top up an ISA account. You can then buy the same investments back, choose other investments or simply hold the cash within your ISA.

"Capital Gains Tax with a Bed and ISA
When you sell your investments to begin your Bed and ISA transaction you may have to pay Capital Gains Tax if your gains for the current year exceed the annual allowance (£11,700 for 2018/19). If you make a loss, this could offset any other capital gains you have made this year or in the future."

https://www.bestinvest.co.uk/stocks-and-shares-isa/bed-and-isa

SIPPS
If you want to unleash yourself from pension providers and take control of your own retirement planning with a low-cost DIY option, then a self-invested personal pension (SIPP) might be the route for you.
https://www.moneysavingexpert.com/savings/cheap-sipps/

STRONGLY SUGGEST SPEAK TO YOUR BROKER.

http://www.alliancetrustsavings.co.uk/isa/

https://www.barclays.co.uk/smart-investor/accounts/investment-isa/

https://www.degiro.co.uk/products-and-markets.html

https://www.halifax.co.uk/sharedealing/our-accounts/stocks-and-shares-isa/Default.asp

https://www.hl.co.uk/partners/search/free-isa-guide

https://www.ig.com/uk/investments/isa/share-dealing

https://www.ii.co.uk/

https://www.jarvisim.co.uk/#/signature

https://selftrade.co.uk/

https://www.youinvest.co.uk/ A J Bell

Australia

Tax year 1st July - 30th June

https://www.ato.gov.au/Individuals/Tax-return/2016/In-detail/Publications/You-and-your-shares-2016/
https://www.ato.gov.au/individuals/tax-return/2017/in-detail/publications/you-and-your-shares-2017/
https://www.ato.gov.au/individuals/tax-return/2018/in-detail/publications/you-and-your-shares-2018/

https://www.ato.gov.au/Individuals/Tax-return/2018/In-detail/Publications/Guide-to-capital-gains-tax-2018/?=redirected

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