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Tcs106

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Posts posted by Tcs106

  1. I'm a UK resident and I have both a Share Dealing and Smart portfolio account with IG UK. The income (dividends) I receive is highlighted in the Consolidated Tax report that I generally get after the end of the tax year. With regards to CGT, I use an online calculator after pulling all the information from the history tab for both accounts. Any questions please let me know. 

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  2. I've been told IG UK are looking into Sharesight integration but that it could take a while... Unfortunately Sharesight does not provide UK CGT report - they do provide a sold securities report but it does not use the share matching rules (section 104) and thus should not be be used when filing out your tax return...I generally download the .csv trade file from IG UK 'history' and upload it directly into Sharesight but it would be a lot easier if IG UK could integrate with Sharesight and even better if Sharesight / IG UK could provide UK CGT reports! 

  3. 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.

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