Capital Gains For Smart Portfolio

[Guest User 123]

Hello,

I have a smart portfolio account outside of an ISA. The statement lists numerous buys and sells in it.

It has made a small loss, so I need to work out the exact amount of capital gain losses for my next tax return. (I know it's not quite the end of the tax year but I want to be prepared).

How can I find the total loss? I dont' see it on my statement.

Thanks,

[Bman]

I have exactly the same question - I have received my consolidated tax statement on my Smart Portfolio but it contains no CGT info.  How do I get my hands on this info?? thanks

[Tcs106]

I understand this question has been asked a while back but I'm in the same pickle - any help? thanks!

[Tmwtkns]

same for me but next FY now. looking to see the Dividend with franking credit amounts

[Guest sasdadassd]

Would like to extend this question to share trading accounts as well, need an annual cap gains report. By the way even if you lost overall I believe you guys could still be up for cap gains on the underlying trades in that smart portfolio if some of them were winners, im not sure you get an offset with losses

[Tcs106]

I was told IG would not provide any CG tax reports for smart portfolio or share trading accounts this year. However, it is something they are looking at. Personally I use ShareSight to generate my capital gains report to help me with my self assessment UK tax return. I have many transactions in my smart portfolio account so this website really helps...It's not free but definitely worth the investment I think.

[Matt5100]

Now 2024 and no capital gains report function.  A bit of a joke really as it would be simple for them to implement.  Instead, all UK investors have to choose history filters and spend hours and hours working it out manually.  A big job if you trade a lot.  Sort it out IG we are fee paying customers by the way... 😐

Edited April 25 by Matt5100