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Posted Thu, 21 Sep 2023 15:38:39 GMT by AnthonyTF
Hi Hope you are well! I have a fund that sold all holding in the year of 22/23. I follow HS284 example 3 to calculate the return: 2/9/2014 buy @£9 of 1077unit £9693 28/1/2015 buy @£8.5 of 588unit £4998 Total unit 1665 Total Cost £14691 27/8/2015 sell @£8.2 of 850unit £6970 Cost: (£14691 x 850)/1665=£7499.9 Loss: £6970-£7499.9=-£529.9 Bought forward: 1665-850=815unit £14691-£7499.9=£7191.1 20/7/2022 sell @£4 of 815unit £3260 Lose: £3260- £7191.1=-£3931.1 I can claim a loss £3931.1 in my CGT 22/23. Am I right? Thank you very much!
Posted Tue, 26 Sep 2023 12:54:22 GMT by HMRC Admin 17

Hi,
 
Any loss would be against the capital gain only and you would reflct this in your figures on the SA108 .

Thank you.

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