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Mike Edwards

Mike Edwards

Joined: 1/8/2025

  • RE: CGT on funds with disposals

    Thu, 23 Jan 2025 18:34:16 GMT – CGT on funds with disposals
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  • CGT on funds with disposals

    Wed, 08 Jan 2025 13:30:47 GMT – CGT on funds with disposals
    I have a GIA containing three different funds, which I am gradually disposing of to re-invest into an ISA to reduce complexity. When it comes to calculating the gain, do I use the examples shown for shares, but substitute "units" for "shares"? I purchased most of them in 2000, some gradually from 2005 to 2011, disposed of some in 2013, then some more in the 2022/2023 tax year. I have seen examples, but only for individual shares, and none showing the effect of multiple disposals over separate tax years.