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Valuations Services
Capital Gains Tax service
Capital Gains
Tax (CGT) Valuation Service
Capital Gain
Tax is linked to the sale of a security. Share Data provides historic market prices for any date for all classes of security including:
- Equities
- Corporate Bonds
- AIM-listed companies
- OEICS & Unit Trusts
- · PLUS listed companies
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- Gilts & Corporation Stocks
- Investment Trusts
- Overseas Equities & Government Issues
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Such market prices are required to establish acquisition values for Capital Gains Tax purposes
As part our CGT Valuation service, if required, we can obtain the full transaction history of the individual shareholdings from the registrars.
We can provide details of all capital events including:
- Acquisitions
- Capitalisations
- Consolidations
- Return of capital
- Rights issues
- Scrip issues
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- Changes in par value
- Company name changes
- Listings & de-listings
- Mergers & de-mergers
- DRIP
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The record of the compulsory changes alone is not necessarily a reliable guide to how an individual holding may have developed. We also cross-check the registrars record against a reputable published capital history of the company in order to verify the true position.
Where de-mergers have occurred Share Data can also provide Apportionment of Base Costs.
Submit a CGT Valuation Request Here or if you prefer phone, write or visit us in person.
Capital Gains Tax Service, CGT Valuation
Please contact us, for more information on our Capital Gains Tax service.
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