Skip to main content

This is a new service – your feedback will help us to improve it.

Posted Tue, 25 Jul 2023 17:02:19 GMT by mkcchan
Hi, I have a monthly investment plan for a unit trust fund for over 15 years. What exchange rate(s) should I use in calculating the purchase price in Sterling Pound? Pls comment. Thanks.
Posted Wed, 02 Aug 2023 13:29:56 GMT by HMRC Admin 20 Response
Hi mkcchan,

Please refer to Exchange rates from HMRC in CSV and XML format

Thank you.
Posted Wed, 02 Aug 2023 14:46:05 GMT by mkcchan
Dear HMRC Admin, Thanks for your reply. May I use the "yearly average exchange rate" for each monthly investment in every year? I mean to use the yearly average exchange rate for each month in the same year. Pls comment. Thanks.
Posted Tue, 08 Aug 2023 13:16:53 GMT by HMRC Admin 32 Response
Hi,

Yes, you can use any of the 3 spot rate dates.

Thank you.

You must be signed in to post in this forum.