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Capital Gains Tax on share class swap in same Fund

Answer
Martin
Posted Mon, 11 Nov 2024 21:40:51 GMT by Martin
I am intending to move some shares to a new platform and have been advised I need to exchange them for shares in a different sub fund of the same fund as the existing share class is not available on the new platform. Will this constitute a disposal for CGT purposes?
Answer
HMRC Admin 34 Response
Posted Wed, 13 Nov 2024 14:23:48 GMT by HMRC Admin 34 Response
Hi,
Yes, this will constitute a disposal for CGT purposes.
Thank you

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