Small calculation errors. Potentially expensive consequences.
Using the wrong purchase price can inflate your calculated capital gains, especially when you've bought the same asset multiple times.
Missing eligible losses across brokers or tax years can mean calculating more taxable gains than necessary.
Software that doesn't correctly apply relevant UK rules, including share matching and asset-specific treatment, can produce inaccurate results.
Your investments. Calculated under UK tax rules.
Finbooks brings together your investment transactions and calculates capital gains, allowable losses and relevant investment income using the applicable UK tax treatment.
No more relying on generic calculations or manually combining figures from different platforms.
Know what you owe. Not just what you gained.
- 1
Connect your investments
Import transactions from supported brokers, exchanges and wallets.
- 2
Let Finbooks do the calculations
Finbooks reconstructs your transaction history and applies the relevant UK tax rules to calculate gains, losses and investment income.
- 3
From your transactions to tax-ready figures
Access your calculations and generate supporting reports for Self Assessment.
