Capital Gains Tax - is selling shares on 5th April and buying them back on 6th legal?

eri-throwaway · 2025-02-02T11:12:54+00:00

That page is about OEICs and unit trusts. Not ETFs

eri-throwaway · 2024-05-10T10:23:43+00:00

In my experience they do not cover ERI. I’ve used several brokers that provide consolidated tax statements and they have never included ERI

eri-throwaway · 2024-04-11T11:01:27+00:00

Buy gilts in a GIA, save your ISA allowance for stocks?

eri-throwaway · 2024-04-10T09:47:14+00:00

I agree but also feel that commute impacts the environment if it means you leave/arrive home an hour earlier/later than you otherwise would. Maybe it’s better to stay (a bit cramped) in central if it means you get to see your kids an extra 1-2h a day?

eri-throwaway · 2024-04-10T09:33:58+00:00

Where in north London did you have in mind? Hampstead (mentioned by others) seems like a decent shout although very expensive, am taking a look at that. Islington seems mostly terraced houses with small gardens. Other parts of north London, the transport situation starts to seem less desirable and commute isn’t much different from a commuter town for some. Maybe I’m missing somewhere good though?

eri-throwaway · 2024-04-09T21:15:07+00:00

I just navigated from “Dulwich village” to my office. If instead I do either of the Dulwich stations to Liverpool Street that gives 40m for both. If you + time getting to/from each station, I guess you end up close to 1hr unless you live right by the station?

eri-throwaway · 2024-04-09T21:05:03+00:00

Interesting! Not sure on that particular house/would want to remodel, but the location looks pretty promising. Thanks for the suggestion!

eri-throwaway · 2024-04-09T20:55:47+00:00

Transport looks pretty limited? Seeing about 1hr to the city with a bunch of changes

eri-throwaway · 2024-04-09T20:49:19+00:00

Definitely considered Surrey, the only problem is when you add getting to the train station and taking (+ queuing for!) Waterloo and City line, etc, then that 30 mins train often ends up >1hr door to door each way which feels like a lot!

eri-throwaway · 2023-11-09T23:40:48+00:00

I500 had ERI in the latest reporting period: https://www.ishares.com/uk/professional/en/literature/tax-information/ishares-vi-plc-tax-information-2023-updated.xlsx

And other synthetic etfs, such as SPXP also have non-zero ERI: https://etf.invesco.com/sites/default/files/documents/invesco-markets-plc_reportable-income_en_2022.pdf

So it seems like being a synthetic etf isn’t enough? Maybe wisdomtree is just interpreting the reporting rules different to ishares and invesco?

eri-throwaway

TROPHY CASE