Knowledge base
Guides & documentation
Everything in plain English: how UK Capital Gains Tax actually works, and how to use Pooled to compute it. Not tax advice, informational only, always check figures against HMRC guidance or a qualified accountant before filing.
Understand UK Capital Gains Tax
What a Section 104 pool is
How HMRC pools your holdings into one average cost, and why it matters. Try it on your own numbers.
Read →The bed & breakfast (30-day) rule
Why selling to bank a loss and buying back within 30 days usually doesn’t work, with a worked example.
Read →The CGT allowance for 2026/27
The annual exempt amount, the current rates, and how the allowance is applied before tax.
Read →Crypto tax in the UK
Per-token Section 104 pools, swaps as disposals, staking income, and what to report.
Read →Capital Gains Tax by broker
Which account is taxable and what to export, for Trading 212, Vanguard, HL, ii, AJ Bell and Freetrade.
Read →Choosing UK CGT software
The criteria that matter and the trade-offs between trackers, crypto tools, calculators and full engines.
Read →Glossary of UK CGT terms
Plain-English definitions: disposal, allowable cost, same-day rule, bed & ISA, carry-forward and more.
Read →Using Pooled
Importing a CSV
Export from your broker or exchange and import it. Parsing runs in your browser.
Read →Resolving a missing valuation
When a row has no GBP value (a swap, a reward), Pooled flags it instead of guessing.
Read →Reading your disposals & audit trail
Which rule matched, which lots were consumed, and the pool before and after each sale.
Read →ISA allowance tracking
See how much of your £20,000 you’ve used across accounts, with bed-and-ISA handled.
Read →The Self Assessment forecast
Combine gains with dividends and income for an estimated bill and payments on account.
Read →Exporting SA108 figures
Read off SA108-shaped figures and export them as CSV or PDF for your return.
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