Independent research for UK investors

Research for investors backing what grows next.

VCTs, SEIS, growth trusts and tech stocks, with the UK tax rules that decide what you keep. Checked against HMRC and updated when the rules change.

2026/27 at a glance

CGT annual exempt amount£3,000
CGT rates (all assets)18% / 24%
ISA allowance£20,000
Dividend allowance£500
Dividend tax (basic / higher)10.75% / 35.75%
VCT income tax relief20%

UK Capital Gains Tax allowance 2026/27 →

Source: GOV.UK. Figures for the 6 April 2026 to 5 April 2027 tax year.

Start here

Five topic hubs, each with our latest analysis.

01

Tax & allowances

CGT, dividend and stamp duty rules for 2026/27, in the UK and overseas.

02

VCT & SEIS

How the reliefs work after the April 2026 cut, and how to compare trusts.

03

Funds & ETFs

Income funds, ETFs and investment trusts compared on yield and total return.

04

Trading & FX costs

What UK apps really charge you to buy US and other foreign shares.

05

Stocks

Analysis of individual UK-listed companies.

Latest analysis

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CGT calculator 2026/27

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How we research

Primary sources first

Every tax figure links to GOV.UK, HMRC or the relevant overseas tax office, not to another blog.

Dated and reviewed

Each article shows when it was last updated. We review tax articles after every Budget and at the start of each tax year.

Information, not advice

We explain the rules so you can make your own decisions. Read our disclaimer.