Finbooks Blog
Investment Tax Guides and Updates
31/08/2026
MEXEM and UK tax: how to report a GIA, ISA and global investments
Investing in shares, ETFs, bonds or derivatives through MEXEM? Here is what UK investors need to report to HMRC, what stays tax-free inside an ISA and how to prepare their 2025/26 Self Assessment.
27/08/2026
eToro and UK tax: how to report stocks, crypto, CFDs and CopyTrader
Stocks, crypto, CFDs or copied trades on eToro? Here is what UK investors need to report to HMRC, what stays tax-free inside an ISA and how to prepare their 2025/26 Self Assessment.
27/08/2026
Trading 212 and UK tax: how to report Invest, ISA and CFD accounts
Investing through Trading 212 Invest, a Stocks & Shares ISA or a CFD account? Here is what needs reporting to HMRC, what stays tax-free and how to prepare your figures for the 2025/26 tax year.
28/08/2026
HMRC confirms no gain, no loss treatment for crypto loans and liquidity pools
HMRC has announced a major Capital Gains Tax reform for crypto lending, borrowing, and automated market making (AMM). Taking effect from 6 April 2027, the new "no gain, no loss" treatment.
28/08/2026
Crypto lending, borrowing and liquidity pools: how they are taxed in the UK
Lending your crypto in the UK might feel passive, but transferring tokens to a platform can trigger a "dry tax" Capital Gains Tax charge at that very moment if beneficial ownership passes to the protocol.
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.
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