Your CGT calculation starts long before you sell
Selling an investment doesnât automatically tell you how much Capital Gains Tax you owe.
An accurate calculation depends on acquisition costs, previous disposals and the full history behind each investment.
If that data is incomplete or spread across different accounts and platforms, your capital gains calculation can quickly become inaccurate.
Your CGT calculation has to account for your entire portfolio
Shares, ETFs, bonds and crypto may sit across different platforms, but they still feed into the same tax return.
If transactions, transfers or acquisition costs are missing, your overall capital gains figures can be wrong.
Calculate CGT across your entire portfolio
Finbooks reconstructs acquisition costs and disposal history across shares, ETFs, bonds and crypto, then applies HMRC rules to calculate your capital gains and losses.
Get tax-ready reports with the figures and supporting calculations you need for your Self Assessment.
From your investment history to your tax return
Connect your investment accounts
Import transactions across shares, ETFs, bonds and crypto through supported integrations, API or CSV.
Rebuild your complete tax history
Match transactions, identify transfers and reconstruct acquisition costs before calculating gains and losses.
Generate your tax reports
Get pre-filled tax reports and supporting calculations for your Self Assessment or tax adviser.
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