Skip to main content

This is a new service – your feedback will help us to improve it.

  • What value to use for shares bought over time for CGT threshold

    I’ve bought shares in the company I work for via 2 share save schemes at 2 different prices. Both are fully mature and beyond the tax window. Since then there has been a further rights issue which diluted the value of the shares market price. In the rights issue for each 10 shares owned I could buy 3 further shares at 32p. I took up this offer to offset the dilution effect. I now have no idea how to calculate the value I should use to work out how many I can sell at the market rate and stay below the CGT threshold. Any advice / guidance.
  • What share price to use in CGT calc

    I've purchased shares in the company i work for under sharesave schemes (2007 & 2009). Since the purchases and maturity there was been a rights issue in 2020 which diluted the price and increased my holding. It was also offered to buy 3 aditional shares for each 10 owned after the increase @32p per share. how do i calculate the buy price for these share to allow me to work out how many i can sell to remain with the current annual CGT allowance ? i bought one block (of 1211) at £4.16, and the next batch (of 722) at £3.87. after the rights issue, this became 5083 shares, plus an added 1525 shares (i bought at 32p each) - totalling 6608 shares. I think ive read that for mutliple purchases in the same company a single value can be used - is that correct - then if so. how do i calcalate that value based on the above ?