Know where you stand before 5 April.
A review of your crypto gains, losses and allowance used so far this tax year, so you and your adviser can make decisions with accurate figures while there is still time.
Book by early March, so your figures are ready with time to spare.
We will never ask for passwords, API keys or seed phrases.
Sound familiar?
- Not sure how much of your £3,000 annual exempt amount is used
- Losses from earlier years you may not have claimed
- Unsure how the same-day and 30-day rules treat a sale and buy-back
What you get
- Gains and losses realised so far this tax year
- How much of your annual exempt amount is used
- Losses from earlier years, and the deadlines to claim them
- How the same-day, 30-day and section 104 rules apply to your holdings
- Your current pool costs, so future sales can be worked out
- After 5 April, your full tax-return pack for the year, included in the price
What we don't do
We don't tell you what to buy, sell or hold, or when. The review gives you the figures and explains how the rules apply; decisions, and any advice, are yours and your accountant's.
Price
Priced at your tier, and includes your tax-return pack for the same year: after 5 April we add any trades made since the review and finish your return pack.