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How do I allow for Monthly Account Charges when calculating CGT

Brent Sandiford
Posted Sat, 16 Dec 2023 15:28:35 GMT by Brent Sandiford
I have a Interactive Investor account that charges a monthly fee. This includes a certain number of free trades. When the trades are free I only pay Stamp Duty. If I go over the number I pay £4 per trade plus Stamp Duty. How do I incorporate my monthly fee into the costs for capital gain calculations?
HMRC Admin 5 Response
Posted Wed, 20 Dec 2023 15:54:17 GMT by HMRC Admin 5 Response
Hi

You would need to keep a total for the tax year to then deduct this from your total disposal for when you report any gain/loss.

Thank you

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