Charlie

Hi. In the tax year 2022 - 2023 I transferred certificated shares to an Investment Platform, where they were held in a general account in digital format. I subsequently sold some of these shares and repurchased them in an ISA, via the Bed and ISA process. As the shares in the general account were sold at a price that was lower than the acquired cost, I suffered a loss. Could you please confirm that I can therefor treat this as a capital gain loss, which could be carried forward for future years, Assuming that this loss can and should be reported, I would propose to do so via writing a letter to HMRC, (since I am not required at present to submit an annual self assessment). Could you please advise what information/evidence I should provide in the letter. Awaiting your reply. Kind Regards. Charlie