PAYING TAX ON TRADING UK - WHAT YOU NEED TO KNOW | Paying Tax on Forex, Stocks, CFD, Spreadbetting

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  • เผยแพร่เมื่อ 30 ม.ค. 2025

ความคิดเห็น • 139

  • @FostersCapones
    @FostersCapones 2 หลายเดือนก่อน +224

    I think it's important to stick to stocks that are immune to economic policies. AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies. Maybe there are other recommendations?

    • @JacobReynolds-t7v
      @JacobReynolds-t7v 2 หลายเดือนก่อน

      I bought into NVIDIA around September last year because my financial advisor recommended it to me. She said the company is selling shovels in a gold rush. It accounted for almost 80% of my market return this year.

    • @FarukStingl
      @FarukStingl 2 หลายเดือนก่อน

      @@JacobReynolds-t7v That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trends that are difficult for the untrained eyes to see.

    • @FostersCapones
      @FostersCapones 2 หลายเดือนก่อน

      @@FarukStingl That's a great tip. I'm setting out 50k to invest in the market this year. Any particularly useful tips you could offer to me?

    • @FarukStingl
      @FarukStingl 2 หลายเดือนก่อน

      @@FostersCapones The beauty of MARGARET MOLLI ALVEY approach is her dual focus: while aggressively pursuing profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.

    • @FostersCapones
      @FostersCapones 2 หลายเดือนก่อน

      @@FarukStingl Thanks for sharing, I just looked her up on the web and I would say she has an impressive background in investing. I will write her an email shortly.

  • @SoloBench
    @SoloBench ปีที่แล้ว +20

    I think everyone knows what kind of taxes there are, but most people just simply want to know of the best way to pay as little tax as possible if you're earning a reasonable amount as a trader

  • @clashsmoothie9548
    @clashsmoothie9548 ปีที่แล้ว +2

    Thank you for making this video. It answered all my questions and was exactly what I was looking for.. Great content and look forward to learning more.

  • @InsanityRulesUsAll
    @InsanityRulesUsAll ปีที่แล้ว +90

    Starts at 2.30secs.

    • @sharifrahman1671
      @sharifrahman1671 11 หลายเดือนก่อน

      Thanks

    • @Maskedcrusader22
      @Maskedcrusader22 10 หลายเดือนก่อน +2

      You're a hero. Just saved me 2 minutes of my life

    • @AS-ie6id
      @AS-ie6id 2 หลายเดือนก่อน

      thanks

  • @AnResearch
    @AnResearch ปีที่แล้ว +3

    I from Ukraine. Know about forex 10+ years. Last year trade every day. Thank you!
    Always wondered how traders pay taxes

  • @mrviva1981
    @mrviva1981 ปีที่แล้ว +1

    Emily! You’re the star in the sky !!!
    We’re so lucky to have you here with us ❤️❤️❤️❤️❤️

  • @LemonFX
    @LemonFX ปีที่แล้ว +5

    Dear Emily! Thank you so much for this video. It is concise and very informative. Very helpful indeed!

  • @librapower7810
    @librapower7810 ปีที่แล้ว +3

    Great informative video Emily. I really appreciate it and it has definitely clarified a lot of things!

  • @bullant_
    @bullant_ 10 หลายเดือนก่อน +3

    From what I've read on HMRC website, it's far more difficult than "winning trades - losing trades" (as stated in the video), for capital gains tax on stocks if you were to re-buy the same stock within 30 days of selling it. It gets a bit complicated then. So take her advice and ask an accountant

  • @franmaddocks3359
    @franmaddocks3359 6 หลายเดือนก่อน +1

    Amazing thank you so much for clarifying a few things for me 🙏🏼🥰

  • @chroniik4557
    @chroniik4557 ปีที่แล้ว

    Amazing video, very informative, exactly what I was looking for. Thank you so much 😊

  • @henrygeorgeoertel8092
    @henrygeorgeoertel8092 ปีที่แล้ว +2

    Hi Emily, Thanx a mill for the info, it is extremely useful!

    • @MindfullyTrading
      @MindfullyTrading  ปีที่แล้ว +1

      Ah you're welcome, glad it helps 😊🙏

  • @nurby1824
    @nurby1824 6 วันที่ผ่านมา +1

    Best advice go see an accountant and pay them to do it and cover the cost of the accountant threw trades.

  • @grantmail4112
    @grantmail4112 2 หลายเดือนก่อน +1

    This was sooooooooo helpful...thank u!

    • @MindfullyTrading
      @MindfullyTrading  2 หลายเดือนก่อน +1

      Glad it was helpful! 😄🩷

  • @allsearpw3829
    @allsearpw3829 ปีที่แล้ว

    IT use to come under the Horse racing tax for spread betting . NO Tax on racing , NO Tax on spread betting , but now in the Corporate UK of Mr hunt and Mr Sunak and it is getting more popular , better seek advise as some one will dob you in or your bank will stop your account for money laundering . Nice video Emily . Find a qualified accountant that works for them self as companies charge the earth . Self employed for 30 years .👍

  • @cameupstarvin7351
    @cameupstarvin7351 ปีที่แล้ว

    Automatic subscribe. Amazing video.

  • @Jimmy_xx
    @Jimmy_xx ปีที่แล้ว

    this has been an amazing video

  • @bufordmaddogtannen
    @bufordmaddogtannen 8 หลายเดือนก่อน +1

    The real question is: where do you find an accountant who doesn't ask £250/hour to sift through all trades and an extra £750 to fill and submit the relevant panels of your tax return?

  • @morez2001
    @morez2001 5 หลายเดือนก่อน +2

    Hi, would you mind making a clip about what banks are offering an accounts whether business or personal for withdrawing forex profits in UK?
    Unfortunately most banks in UK are reluctant to open accounts for forex traders whether business account or personal

    • @NIKKII93
      @NIKKII93 5 หลายเดือนก่อน +1

      I would like to know this too please 🙏🏻 Also if you could recommend an accountant

    • @ceem4899
      @ceem4899 4 หลายเดือนก่อน

      I would like to know this too as I’m facing the same problem

    • @js22971
      @js22971 3 หลายเดือนก่อน +1

      Did you manage to find? I’ve spoken to starling bank support and they have no issues with offering an account and urged me to apply. Will be applying at the end of the month and I’ll drop a note here if I’m accepted or not

    • @ceem4899
      @ceem4899 3 หลายเดือนก่อน

      @@js22971 what did you say your business occupation was? I heard you’d have to say you’re a financial consultant

    • @ceem4899
      @ceem4899 3 หลายเดือนก่อน

      @@js22971 could you let me know what they say, do you have IG or Twitter by any chance?

  • @80amnesia
    @80amnesia ปีที่แล้ว +4

    didn't know about ISA accounts, thanks

    • @MindfullyTrading
      @MindfullyTrading  ปีที่แล้ว +1

      Oh they are great, glad to help 👍

    • @Thenamemes
      @Thenamemes 5 หลายเดือนก่อน

      Can i use ISA to trade forex​@@MindfullyTrading

  • @Freddie1M
    @Freddie1M 20 วันที่ผ่านมา

    Can you spread bet options in the UK? I think options would suit me better but I don't want to pay tax ideally. Also if it's possible how does spread betting options differ from standard options trading?

  • @chrissk8er2
    @chrissk8er2 ปีที่แล้ว +2

    Great topic. For yourself, do you use individual accountant or an accountant firm?

    • @MindfullyTrading
      @MindfullyTrading  ปีที่แล้ว

      Thank you, I process my own accountants at the moment but this will probably change when my second baby arrives👍

  • @richard1403
    @richard1403 10 หลายเดือนก่อน +2

    just trade using a spread bet account and trade through that. it is then tax free as its classed as gambling. its your work against theres if your following any strategy and they wouldnt know

    • @wehttamak
      @wehttamak 3 หลายเดือนก่อน

      how do you set up a spread bet account and with which companies

    • @Zeebo1uk
      @Zeebo1uk 25 วันที่ผ่านมา

      ​@wehttamak also interested

  • @janewong917
    @janewong917 8 หลายเดือนก่อน +1

    May I know how to calculate the tax on forex trading? Will be same as calculation of stocks (apply 30 days rule, bed and breakfast)?

  • @vp2272
    @vp2272 7 หลายเดือนก่อน

    Very helpful and brilliantly explained. Would you know whether a forex trader working via a prop firm is subject to VAT in the UK on their profits?

  • @3952simonbro
    @3952simonbro ปีที่แล้ว +1

    Another good video. Which UK based broker would you recommend for forex?

  • @kamponghilir
    @kamponghilir 6 หลายเดือนก่อน

    Thank you for the video.
    1. Can I claim tax relief on the spreads for CFD online trading? 2. Can loss made during the tax year be claimed against profit? 3. HMRC CFM50400 states Futures excluded from CFD. Does it mean no tax liability?

  • @maxtradesofficial
    @maxtradesofficial 3 หลายเดือนก่อน +1

    Thank you 🙏🏼

  • @hryvns
    @hryvns ปีที่แล้ว

    And what about futures trading? UK resident trading with a US futures broker? No one covers futures!

  • @jamesstallard9723
    @jamesstallard9723 10 หลายเดือนก่อน

    Thanks for the info, I have one question though, if you set up a limited company for prop firm income and you earn over 85k do you pay VAT as well or is it VAT exempt?

  • @paws4thought449
    @paws4thought449 ปีที่แล้ว

    In an ISA you can’t trade CFDs or options and you can’t go short on stocks.

  • @BranBMP
    @BranBMP ปีที่แล้ว

    From 🇬🇧 too & im thinking of learning but tax came to my head 😂🎉

  • @chrisyking
    @chrisyking 5 หลายเดือนก่อน +1

    Trading 212 doesn't let you trade options in an ISA.

    • @MindfullyTrading
      @MindfullyTrading  5 หลายเดือนก่อน

      Oh I wouldn't know as I don't trade options 🤔

  • @xscyxo
    @xscyxo ปีที่แล้ว +2

    Just wondering if you're trading but also have a FT job - does your employer need to know you're day trading?

    • @MindfullyTrading
      @MindfullyTrading  ปีที่แล้ว +1

      I don't see why they would if you don't want to tell them. If you make profit, you would need to do a return for tax 👍

  • @05tsamra
    @05tsamra 4 หลายเดือนก่อน +1

    so you pay capital gains tax from the profits you make from the whole year, not from the profits you make from 1 trade.

    • @MindfullyTrading
      @MindfullyTrading  3 หลายเดือนก่อน

      It's always best to seek an accountant for clarity on your personal situation, but I find from my experience that yes it's based on annual p/l 👍

  • @bananna7465
    @bananna7465 ปีที่แล้ว +1

    Hi Thanks for the video. One question ref tax in uk as a trader when does the profit made count as income. When you withdraw it from the trading account or is it classified as income even when it stays and sits in the trading account ?

    • @MindfullyTrading
      @MindfullyTrading  ปีที่แล้ว

      To be honest, you would be best asking this to a registered accountant as this is a specific question. Personally, I withdraw outstanding profits just before the end of the tax year, so that they can be calculated into that tax year. 👍

    • @bananna7465
      @bananna7465 ปีที่แล้ว +1

      @@MindfullyTrading thanks for replying.

  • @rhymez320
    @rhymez320 10 หลายเดือนก่อน

    PLEASE IF YOU SEE THIS READ: If you attempt to setup a Limited company and are subcontracting services to just one prop firm you may fall under the scope of IR35 please do your own due diligence, i suggest you look this up before setting up a limited company for Tax avoidance. If you do fall under IR35 you will pay tax as the same way as someone who is self employed. I believe some prop firms won't invoice you unless are an individual vs ltd co

  • @rotrades
    @rotrades ปีที่แล้ว +1

    MyForexFunds doesn’t send invoices when you get a payout. How would I deal with that issue and HMRC, because wouldn’t I need an invoice to show them?

    • @tcampbell1106
      @tcampbell1106 6 หลายเดือนก่อน

      @rotrades I assume by now you have worked something out?
      I am not a trader yet. Still in the theory stage but I am wondering if you can link your account to Myfxbook? That would give a third party account of all the trades you do including profit/loss?

  • @melaniejumamil455
    @melaniejumamil455 ปีที่แล้ว +1

    good day maam someone is using your photos at facebook and using it to convince people to trading.

    • @MindfullyTrading
      @MindfullyTrading  ปีที่แล้ว

      Hey thanks for letting me know- scammers are very annoying. I try to report them when I come across them, and share my real social links on my channel 👍

    • @srinivastm1479
      @srinivastm1479 ปีที่แล้ว

      Iam trading with stx brokerz but they telling to pay tax on investment as gst profit tax 20 percent before withdrawal plz advice weather to pay tax not

  • @zaidnaima1872
    @zaidnaima1872 ปีที่แล้ว

    What about cryptos??? UK don't like cryptos, but do they like the profit??

  • @harryturner-ps6ie
    @harryturner-ps6ie 8 หลายเดือนก่อน

    Are there any ISA accounts that let you day trade with the option or trading after hours/pre market?
    Cheers!

  • @joekafel7474
    @joekafel7474 ปีที่แล้ว +1

    Thank you for this video. Could I please ask you to confirm (just so I know I’ve got it right)…..
    I am full time employed and I’m a higher rate tax payer. I’m trading on the side for a bit of fun.
    Can you confirm that I am allowed to earn up to £6000 from trading and this is tax free. After the £6000 I will need to pay capital gains tax on it, at the higher rate of 20%?
    Is this correct? Would my best option be to save 20% of any money I withdrawn from the trade account, and pay this back once I’ve completed my self assessment?
    Thanks so much.

    • @mohamedazzubaidi7010
      @mohamedazzubaidi7010 7 หลายเดือนก่อน

      Hi, did you manage to get an answer for your question? I’m kinda in the same situation full time employed but in the basic rate tax payer and looking for an answer.
      If you got an answer, would be so thankful if you could share it .. thank you

  • @Makiaveliiste
    @Makiaveliiste ปีที่แล้ว

    Hello Miss Mindfully Trading,
    Basically, if I'm self-employed and I day trade on the Forex market, all I have to pay is 20% of my capital gains? Or is it anything else
    ?
    Thank you

  • @jayakrishnanpadmanabhan9776
    @jayakrishnanpadmanabhan9776 ปีที่แล้ว

    Hello mate . I have a query about CFD call and put options... do we need to pay any tax for this kind of trading ? We dont own any share ..just call and put .so how tax applicable ?

  • @evakk7813
    @evakk7813 ปีที่แล้ว

    i have an important question which i cant really find the answer to. Do people that trade stocks and shares do they pay only capital gains tax or do they also have to pay regular income tax? (sorry if this question is dumb im not very good when it comes to legalities and tax laws)

  • @paulweston8958
    @paulweston8958 ปีที่แล้ว

    Hi. would you consider using a spread betting site such as I G Index in UK so as not to get taxed ? And if not why not. Thanks

  • @mehuksuria373
    @mehuksuria373 ปีที่แล้ว +1

    Hi how do you declare losses on cfd account

    • @MindfullyTrading
      @MindfullyTrading  ปีที่แล้ว +1

      I would just take the net figure of winners- losers, but if you're not sure, check with an accountant 👍

    • @wabbingtonwabby.
      @wabbingtonwabby. ปีที่แล้ว

      I dont think you can offset the losses with cfd, the tax man doesnt regard them as stocks, as they are contracts, so you suck up the losses, unfortunately, I believe you get an allowance of £1,000 before you get taxed on the rest, check with an accountant, this is only what I have read on the net.

  • @McDeegz
    @McDeegz 10 หลายเดือนก่อน

    What if I move profits from prop firm to personal account and withdraw again would I pay tax twice?

  • @Saifalikhan-k5z
    @Saifalikhan-k5z ปีที่แล้ว

    hey i’m a bit confused.
    i’m new in the forex trading and a guy who looks after my account is asking for 10% tax before withdrawing the profit. it doesn’t make sense to me can you help me with that. As far as i know tax has to be paid annually! do let me know if it’s a scam 👀

    • @fallencourt5215
      @fallencourt5215 ปีที่แล้ว +1

      If I was you I wouldn't let anyone look over my account, and I don't think by investing in stocks or Forex or crypto, that you pay or are applied to the same tax rates of a country that are clearly in different sectors to what you are doing. The broker your with already takes fees (which I think are taxes I don't remember). In my opinion don't declare your profits from investing to revenue as it has nothing to do with them or with you, since you don't fall under the category to which they can tax you on. This is just purely my opinion,

  • @JakeG1
    @JakeG1 ปีที่แล้ว

    Great video. Just curious, do you know if there are legal ways to avoid income tax on trading profits as a main source of income? 🤔

    • @JakeG1
      @JakeG1 ปีที่แล้ว +1

      No one’s going to get arrested for answering this question. 😆

    • @bartsman
      @bartsman ปีที่แล้ว

      @@JakeG1 Just report as spread betting

    • @JakeG1
      @JakeG1 ปีที่แล้ว

      @@bartsman As far as I've been able to find out, even if your profits are from spread betting, if it's your sole income, the HMRC can still chase you for income tax if you don't have another taxable income. So the next thing to ponder: what's a good way to create an income to declare and pay a small amount of tax on?

    • @bartsman
      @bartsman ปีที่แล้ว

      @@JakeG1 Through a business. Do something digital and pay yourself a grand a month

    • @JakeG1
      @JakeG1 ปีที่แล้ว

      ​@@bartsman Yeah, that's one option. Still got to turn a profit though. I wonder if I could bring yo-yos back. 😆

  • @danielapinedamolina9116
    @danielapinedamolina9116 9 หลายเดือนก่อน

    Does the cost of blown prop firm accounts count towards losses in the tax return? Thanks

    • @Zeebo1uk
      @Zeebo1uk 25 วันที่ผ่านมา

      Yes

  • @fkimprovements6420
    @fkimprovements6420 ปีที่แล้ว

    What about if i made some profits in good market conditions but now the account is almost brown out . With 15% capital left . Now forcused on trading very small amounts as more learning is done. Do i need to pay tax for those initial gains in good times even when the losses out weigh the gains?

  • @declanyouvideos9161
    @declanyouvideos9161 ปีที่แล้ว

    Do you pay income tax when trading forex CFDs, or just CGT?

  • @edwardstaniforth3057
    @edwardstaniforth3057 ปีที่แล้ว

    Did I hear correct... did you say that if you deposit your payouts into an ISA you don't pay tax on any money deposited into it?

    • @labcrowd
      @labcrowd ปีที่แล้ว

      you dont pay taxes on the gains made using ISA account

    • @05tsamra
      @05tsamra 4 หลายเดือนก่อน

      @@labcrowd i dont think thats true

  • @RJSCarpentry
    @RJSCarpentry ปีที่แล้ว

    Is trading with a prop firm not classed as spread betting?

    • @bradleyreid7761
      @bradleyreid7761 ปีที่แล้ว

      No because you are not trading with actual money, you trade on a demo with a prop firm and they pay you profits for your service if you are profitable. Your not actually trading with money. Also theres no loss risk on your behalf, other than losing the account itself, for example if you lose the standard £10,000 and they take the account off you, you dont actually lose the £10,000 yourself. Thats the benefit from trading from an account like ICmarkets because its classed as spreadbetting (aslong as its not your main income) Still learning myself but thats what ive gathered, hard to figure out alot of contradictions out there, best off speaking with an accountant if your at that level.

  • @1_shortnote
    @1_shortnote ปีที่แล้ว

    UK just recently stopped crypto futures trading. tho, i'm from Africa, and i've traded for the last 5 years. well i can say i'm doing more than fine. Now i need to switch to forex considering having to pay taxes allowing me to be qualified for a work visa if i can do at least 38,000 which is my least problem. would you please suggest me a guaranteed broker, or a way to go around my trading that would allow me do my taxes with ease. thank you.

  • @grantmail4112
    @grantmail4112 2 หลายเดือนก่อน

    I'm just going to declare everything I earn with CGT.. even when spread betting. If I have declared too much...they can pay me back instead of sending me to jail.

  • @John-k5i1w
    @John-k5i1w 4 หลายเดือนก่อน

    So do you pay your trading tax as an ltd or individual?

    • @nurby1824
      @nurby1824 6 วันที่ผ่านมา

      Can be both depends on your setup. if it is just you then apply for a self assessment form fill in the figures send it off. As you are classed as self employed. Or just get an accountant and pay them to do it.

  • @Nerex2025
    @Nerex2025 4 หลายเดือนก่อน +1

    Thanks

  • @lewisturner8781
    @lewisturner8781 ปีที่แล้ว +3

    I have 75,000 to withdraw, how the hell am I going to do this

    • @jjshortsz
      @jjshortsz ปีที่แล้ว +1

      Can you hand me 5000? really struggling 😅

    • @fallencourt5215
      @fallencourt5215 ปีที่แล้ว

      Just withdraw it duh

    • @chantellemoorosi9335
      @chantellemoorosi9335 7 หลายเดือนก่อน

      That’s a nice problem to have 😅

  • @BMWE-hm7uz
    @BMWE-hm7uz ปีที่แล้ว

    So lets say i trade and make 10000 in a year, but my losses add up to 5000. Meaning i make 5000 profit.
    Do i have to pay captial gains tax on the 10000, or pay no tax at all as the overall profit is 5000?
    Round numbers just for simplicity sake

    • @scaryjoker
      @scaryjoker ปีที่แล้ว

      No tax

    • @BMWE-hm7uz
      @BMWE-hm7uz ปีที่แล้ว

      @@scaryjoker so losses are written off. Got you.

  • @Gwdufsm
    @Gwdufsm ปีที่แล้ว

    you lot come and say seek an adviser. the question is how do you do yours... that might help someone who in the same circumstance as you

  • @kspades2530
    @kspades2530 ปีที่แล้ว

    Thank you

  • @skully7159
    @skully7159 20 ชั่วโมงที่ผ่านมา

    Most of the video is her saying she's not a qualified accountant and to go seek one.

  • @liontheories7182
    @liontheories7182 ปีที่แล้ว +1

    Boring stuff out the way in 1 video. great performance

  • @RobinKnell
    @RobinKnell 12 วันที่ผ่านมา +1

    You don’t pay tax on trading

  • @mssm1933
    @mssm1933 ปีที่แล้ว

    It's considered gambling... don't think any tax

  • @JamesLittle-n4h
    @JamesLittle-n4h 2 หลายเดือนก่อน

    why cant u just say how much tax u pay after 6k? thats all ppl want to know. a company will not watch this video they will just have an accountant

  • @antoniooliveira8929
    @antoniooliveira8929 ปีที่แล้ว

    Tem legendas em Português Brasil ?

  • @DipeshKumarChaudhary-b2k
    @DipeshKumarChaudhary-b2k ปีที่แล้ว

    Forex treder needs license in UK and bank saving account working

    • @EAFXtrader
      @EAFXtrader 11 หลายเดือนก่อน

      They don't need a license in the UK

  • @K4MR4N1UK123
    @K4MR4N1UK123 10 หลายเดือนก่อน +1

    Move to Dubai

  • @in6587
    @in6587 11 หลายเดือนก่อน +1

    you look like an elf

    • @MindfullyTrading
      @MindfullyTrading  11 หลายเดือนก่อน +1

      Why thank you 🧝‍♀️😅

    • @Tyasta676
      @Tyasta676 6 หลายเดือนก่อน

      Now I’m seeing it😂

  • @paulweston8958
    @paulweston8958 ปีที่แล้ว

    Ok sorry , ignore my last comment (jumped the gun ) Great videos going to try 5%ers .Which broker do you currently recommend ? Thanks