Three numbers. Three very different meanings.
- 1
£10,000 - Sale proceeds
The total amount you received when you sold the investment.
- 2
£3,000 - Capital gain
If you originally acquired it for £7,000 and dispose of it for £10,000, the simple difference is £3,000 before considering other relevant costs or tax rules.
- 3
Tax due = ?
Your taxable position can depend on much more than that single transaction.
Your tax bill isn't calculated one investment at a time
That £3,000 gain doesn't exist in isolation.
Other gains and losses, your available annual exempt amount, your income and the rest of your investment activity can all affect your final Capital Gains Tax position.
And if your portfolio is spread across several brokers, exchanges and wallets, working out what you actually need to report becomes even harder.
From scattered investments to one tax position
Finbooks brings together your investment activity across brokers, exchanges and wallets and reconstructs your complete tax history.
Instead of looking at isolated profits from individual platforms, you get one consolidated view of your gains, losses, income and estimated tax position across your entire portfolio.
Know what you've made. Know what you may owe.
Connect your accounts
Import activity across shares, ETFs, bonds and crypto through supported integrations, API or CSV.
Reconstruct your activity
Match transactions, identify transfers and reconstruct gains, losses and taxable investment income.
Generate your tax reports
Get pre-filled tax reports and supporting calculations for your Self Assessment or tax adviser.
Pricing & Plans
