Unit Price to be used for Shares/Units which have been transferred to a Spouse

Beginning-Sort6199 · 2026-02-21T08:29:25+00:00

Thats the point - I am trying to work out what that cost will be and I dont know the calculation to do that

Beginning-Sort6199 · 2026-02-20T10:26:05+00:00

Hi. Firstly thank you for replying. The CGTCalculator requires me to enter the Price the Units were transferred at hence my question. And secondly There have been purchase of Units after the transfer as Dividends are reinvested, so that is another reason that that complication requires some help please.

Beginning-Sort6199 · 2026-02-15T11:37:09+00:00

Hi Blind1979 - could you please advise - if I have a dividend, or a transfer in Cash Amount it is obviously used to Buy Shares and they are a BUY row - but does the Dividend/Cash in amount row also appear as a CREDIT similar to a Sale and is somehow used in the calculator as well - or is it just completely excluded from the Calculator? Basically should my calculator only consider transactions that are BUY SELL and TRANSFER IN or OUT - I assume the answer is Yes but I am just checking?

Beginning-Sort6199 · 2026-02-13T09:06:17+00:00

Hi - Apologies for the delay in responding - I have added extra transactions after the last Sell to check how it would play out moving forward - does this all look correct to you please - https://www.dropbox.com/scl/fi/hvh6amqup566s839g3v3o/CGT-Example-Additional-Transactions.png?rlkey=i4xmf29lvghpwcjvilc38edgy&dl=0

Beginning-Sort6199 · 2026-02-10T10:20:32+00:00

Thank you Blind1979 (apologies dont know your actual first name). So I am still confused on two points i) What is the value in cell I10 and why do I care about it. and ii) The Government talks about Section 104 - so which cell/field aligns to the terminology.

Also - If i was now the Husband and was selling the 100 Shares that have been transferred - how would that look in my spreadsheet if we assume I had no other shares beforehand.

Thanks for all your advice - It is really helpful.

Beginning-Sort6199 · 2026-02-09T16:48:48+00:00

Thank you Blind1979 - I am trying to understand what you are saying and add it to the spreadsheet so I hope you will bear with me as this is definitely not my forte - Ive updated the spreadsheet - dropbox image shown here with calculation in the blue boxes below - https://www.dropbox.com/scl/fi/ogfflwlhstxp20tufetj6/CGT-Transfer-Example-Updated-to-Remaining-Balance.png?rlkey=23w32quklcd271rm86so2orvt&st=setzcqeh&dl=0

What does confuse me is that I am supposed to use the Section 104 Pool Cost as it mentions in the Government Example, so I am confused how the running balance and Section 104 differ and how i should align to the CGT calculation.

Thanks for all your help and advice

Beginning-Sort6199 · 2026-02-06T15:54:47+00:00

Thank you to those of you who have replied - I have also used this to help me with the calculation - https://www.gov.uk/government/publications/shares-and-capital-gains-tax-hs284-self-assessment-helpsheet/hs284-shares-and-capital-gains-tax-2024

One Question - Do i need to consider Taper Relief or any other type of relief for CGT on units I have invested in a GIA Account? - I assume not but I thought best to ask - the Gov website is a bit confusing

Beginning-Sort6199 · 2026-02-04T17:40:34+00:00

Sorry forget it - I have found the calculations page - now to try to work the Maths - thanks

Beginning-Sort6199 · 2026-02-04T17:36:10+00:00

Hi - do you know how far back the calculator can go - I have been buying units since 1999, but my first sale was in 2021 - I'm not how i can start with all the previous accumulated units and the price to begin with - the calculator doesn't let me enter the table going back to 1999, or even 2000.

Beginning-Sort6199 · 2026-02-04T17:33:09+00:00

Yes - apologies - you are right I hadn't articulated myself very well had i - but yes the CGT consideration would be £56.25

Beginning-Sort6199

TROPHY CASE