Everything UK investors should prepare before their Self Assessment
Why this webinar matters
Many UK investors assume that preparing their Self Assessment simply means downloading a tax statement from their broker.
Unfortunately, it isn't that simple.
If you invest across multiple brokers, crypto exchanges or investment platforms, your tax information is often fragmented across different reports and formats.
Before you can calculate Capital Gains Tax or report investment income correctly, you first need organised, complete and reliable data.
This webinar explains exactly what to prepare before you even start filling in your tax return.
What you'll learn in this webinar
- 1
Which investment records you should gather before your Self Assessment;
- 2
Why broker statements aren't always enough;
- 3
How to prepare data from multiple brokers, exchanges and wallets;
- 4
The most common reporting mistakes made by UK investors;
- 5
How Finbooks can simplify the entire process.
Ready to go one step further?
Understanding your tax obligations is only the first step. To complete your Self Assessment correctly, you also need accurate and reliable software.
Finbooks automatically imports all your transactions from brokers, exchanges and wallets, reconstructs your full investment history and calculates your tax position according to HMRC rules.
When you’re ready to file, you’ll receive HMRC-ready reports plus detailed supporting documentation that clearly explains every calculation.
