I have no gains in the current tax year and therefore plan on crystallising gains in order to use my allowance.
Assuming no special rules apply (same day purchase, 30 day rule etc.) am I correct in assuming that it is simply the average purchase price, the sale price and the number of shares sold which are used to calculate the gain?
“Section 104 Holding”; which is how the HMRC terms the “average cost pool”. Best look it up there.
InvestEngines “Capital Gains Report” gives some information on this, although that only includes completed transactions , rather than planning potential future ones. ( there is an idea…)
Might be worth double check that your ETFs have " ETF Reporting Status or you may find the capital gain is treated as income. And taxed at a higher rate. Pretty much all do.