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Posted Wed, 08 Jan 2025 13:30:47 GMT by Mike Edwards
I have a GIA containing three different funds, which I am gradually disposing of to re-invest into an ISA to reduce complexity. When it comes to calculating the gain, do I use the examples shown for shares, but substitute "units" for "shares"? I purchased most of them in 2000, some gradually from 2005 to 2011, disposed of some in 2013, then some more in the 2022/2023 tax year. I have seen examples, but only for individual shares, and none showing the effect of multiple disposals over separate tax years.
Posted Thu, 23 Jan 2025 12:36:03 GMT by HMRC Admin 25 Response
Hi Mike Edwards,
If they are all in the same company yes, you can use an average.
If not, you need to use each purchase price at the time your bought them:
HS284 Shares and Capital Gains Tax (2024)
Thank you. 
Posted Thu, 23 Jan 2025 18:34:16 GMT by Mike Edwards
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