Bob Jones

Hello, I'm sorry but I don't understand this reply. If I hold two separate accounts on the same platform, and each account holds the same tracker fund, is the tax cost for CGT calculated by averaging the cost of both holdings, or is each treated independently for tax purposes?

Thank you for the clarification. Does this separate treatment apply if the funds are held in two different accounts but on the same platform, both accounts being held in the same joint names? For example, it is possible to hold more than one investment account on the Hargreaves Lansdown platform.

My wife and have investments in joint names in the same tracker fund on two different online platforms. The units were bought at different times, so have a different 'tax cost'. If we sell some of the units from just one of the platforms, do we need to take into account the tax cost of those on the other platform, or are those treated as separate investments?