Fowles Spurling Cannon - can we save you money, or help you generate extra income?

SEARCH, INDEX, UPDATES, CONTENTS, SERVICES, TAX CALCULATION, CAPITAL GAINS TAX, CGT TAX CALCULATION REQUEST

I / we enclose a cheque for £25 payable to Fowles Spurling Cannon in respect of your charges (including £3.72 VAT).  Please calculate the Capital Gain arising on the following transactions.

Name and description of asset -

Has an election to use 31 March 1982 value been submitted? YES / NO

Other relevant information (such as bill vouchers taken on a privatisation issue) -

Date and amount of disposal (show costs separately if possible) -

Full history of acquisition, (dates, costs, mergers, takeovers, shares taken in lieu of dividends, part disposals, name(s) in which owned) -

I / we have read the notes associated with this page.  I / we understand that Fowles Spurling Cannon reserve the right not to process this request, and to ask for further information, or a revised fee in certain circumstances.  Fowles Spurling Cannon will agree any revised fee with me before proceeding and will return my / our payment if this request in not processed within 21 days.

Signature(s) .......................................................................................        Date .......................

Notes

It is important that you supply us with all the relevant information at one time.  Fowles Spurling Cannon cannot be responsible for incorrect calculations if you do not give us full and correct details.  Attach supporting schedules if appropriate.

If you make a gift or sell an asset to a connected person, you will need to agree the open market value with the Inland Revenue.  The agreed open market value will be used as the amount of disposal in place of the actual amount received.  A Hold Over election may be appropriate.

A connected person for CGT includes a brother, sister, parent, grandparent, child, and your own and their husbands and wives.

If your purchase cost is affected by a previous Roll Over or Hold Over election, please let us have full details.

If you have acquired the asset other than as a single purchase, please let us have a detailed history.  We need this in order to calculate indexation relief correctly, and to identify the pooling of your holding.

Your Capital Gain is normally calculated by reference to the original cost of your asset, but, if you owned the asset on 31 March 1982, the value on that date is likely to be used instead.

It has been possible to elect for all assets held at 31 March 1982 to be valued as at that date irrespective of original cost.  If you have made that election, please tell us.

We have details of 31 March 1982 values of most quoted shares, but we will need a 31 March 1982 value from you for any other type of asset.

For shareholdings which were initially acquired part paid, please give us details of the instalment arrangements, (we may have details for privatisation issues).

Please identify a privatisation issue and indicate whether you opted for bonus shares or some other incentive.

Please identify additions to your shareholding which have arisen from Bonus, Scrip or Rights issues, or where you have acquired shares in lieu of dividends.

If you have made previous disposals from this shareholding (including sales of Rights nil paid), please let us have full details including any calculation of gain at that time.

If your holding is the result of a merger or company reorganisation, please include details, although we have some records in respect of quoted companies.