Finbooks Blog
Investment Tax Guides and Updates
25/08/2026
July 31: the UK tax deadline nobody talks about
If your previous tax bill was driven by high crypto yield, staking, or trading income, you could be facing advance demands on profits that no longer exist. Discover how Payments on Account work.
25/08/2026
Interactive Brokers and UK tax: how to report shares, dividends and currency
Trading shares, ETFs, options or futures through Interactive Brokers? Here's what needs reporting to HMRC, why multi-currency accounts add an extra layer, and how to prepare your figures for the 2025/26 tax year.
21/08/2026
Revolut and UK tax: how to report your account, crypto and investments
Have a Revolut account, crypto or investments in the UK? Here's what you need to report to HMRC, which Self Assessment pages to use, and how to prepare your figures for the 2025/26 tax year.
19/08/2026
HMRC Is sending crypto nudge letters again: here is what to do if one arrives
Received a crypto nudge letter from HMRC? Don't panic, but don't ignore it either. This guide breaks down what HMRC's letter actually means, how UK matching rules apply to your disposals, and how to reconstruct your transaction history.
19/08/2026
The long bridge to 2027: navigating the UK’s crypto transition era
The UK crypto industry is entering a transition period ahead of the FCA’s comprehensive 2027 regime. Learn how firms can manage today’s AML and financial promotion rules while preparing for the regulatory framework ahead.
19/08/2026
The UK's financial revolution: the impact of "DIGIT" and the future of tokenisation
The UK is revolutionising traditional finance with the launch of the "DIGIT" digital gilt pilot. Discover how RWA tokenisation will reshape institutional investing and why robust digital accounting tools are now a necessity for the private sector.
19/08/2026
How HMRC sees your foreign crypto and TradFi accounts, and what that means for your tax return
Foreign crypto and investment accounts are no longer out of sight. Discover how CRS and CARF give HMRC automatic access to overseas account data and what UK investors need to report.
19/08/2026
Your exchange is now reporting on you: CARF, DAC8 and the UK investor
This guide explains what exchanges must report, how information from overseas platforms can reach HMRC, what data is shared, how mismatches arise, and what UK investors should do before the first 2026 reporting cycle.
19/08/2026
Coinbase and HMRC in 2026: what your exchange report does not tell you
Find out what Coinbase reports, why its tax report is not a UK tax calculation, how HMRC treats trading, staking, swaps, card spending and transfers, and what you need to report on your Self Assessment.
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