CG50563 - Share identification rules: share disposals: CGT cases to 1997-98


For individuals and other persons within the charge to Capital Gains Tax for the years 1985- 86 to 1997-98, disposals of shares of the same class in the same company held in the same capacity must be identified in the following order.


  1. Against acquisitions on the same day, TCGA92/S105(1)(b), see CG50822
  1. For disposals between 17 March 1998 and 5 April 1998 only, against acquisitions within the 30 days following the disposal, FA98/S124(8), see CG50566.
  1. Against acquisitions in the previous nine days, TCGA92/S107(3), see CG50840+.
  1. Against shares in the `Section 104 holding', TCGA92/S107(7)and (8), see CG50590+.
  1. Against shares in the `1982 holding', TCGA92/S107(7) and (9), see CG50820+.
  1. Against shares held on 6 April 1965 on a last in first out (LIFO) basis, TCGA92/S107(7) and (9), see CG50970+.
  1. Finally against subsequent acquisitions of shares, taking the earliest acquisition first, TCGA92/S105(2).