Investment Tax Guides and Updates
26/03/2026
Finbooks (formerly CryptoBooks) is the all-in-one platform to monitor, report and optimise all your investments across ETFs, stocks and crypto.
Federico Pacilli
Finbooks CEO & Founder
19/08/2026
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.
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.
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.
31/08/2026
This guide examines how HMRC may treat perpetuals, spot trading, staking, HLP, funding, liquidations and rewards, and explains the reporting and record-keeping issues UK users need to address in 2026.
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.
13/07/2026
The FCA has finalised the UK’s new crypto regulatory regime, but it does not change how investors calculate or report crypto tax. Here is what changes, when it applies and how CARF affects HMRC visibility.
06/07/2026
Binance’s failure to secure a MiCA license by July 1, 2026, has forced the world's largest crypto exchange to suspend services across the European Union.
The UK government has changed hands, but the crypto rulebook remains firmly anchored in law.
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