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Where Taxpayers and Advisers Meet

Calculation of Losses for CGT

Joined:Mon Feb 22, 2021 3:15 pm
Calculation of Losses for CGT

Postby royed31 » Mon Feb 22, 2021 3:24 pm


I want to calculate my losses on a share holding I have so I can uses it to offset against gains but am unsure on how to do this

I have a holding in Wood Group

It is made up of 1310 shares from Amec Foster and Wheeler with a book val of £10,538.21 ( see below)

Wood acquired them and I received 0.75 x 1310 shares in Wood from Amec giving me 982 new shares in Wood Group

I also had purchased  on 12-Jun-17 Buy 855 @ £6.94 = £5,933.70 shares in Wood before this acquisition

So I have now have 1837 in Wood Group

I am not sure how to calculate the losses on this holding and this will affect other disposals in the financial year

Any guidance would be greatly appreciated on how I calculate the losses on this  holding

   Amec Foster Wheeler (AMFW) Trading History
Date No. Price Total
09-Jun-17 Sell -320.00 £4.93 -£1,578.14

04-Oct-16 Buy 150.00 £5.94 £890.25

01-Mar-16 Buy 320.00 £3.81 £1,217.60

01-Jul-15 Buy 360.00 £8.25 £2,968.70

09-Apr-15 Buy 320.00 £9.20 £2,943.07

05-Apr-13 Buy 480.00 £10.61 £5,092.80

Remaining 1310.00 £13,112.43 Total Buys

Total Bought 1630.00 £8.04 £10,538.21 Book Cost

Joined:Sat Feb 01, 2014 3:26 pm

Re: Calculation of Losses for CGT

Postby bd6759 » Mon Feb 22, 2021 8:51 pm

Return to “Capital Gains Tax, CGT”