Accountancy for Stock & Crypto Traders

Hundreds of trades, a dozen wallets, and HMRC expecting a tidy Capital Gains Tax figure by January. We turn messy exchange data into accurate, defensible tax returns for stock and crypto traders.

What we untangle

Serious help for serious traders

Every disposal, properly calculated

UK crypto tax runs on share matching rules: same-day, thirty-day and Section 104 pooling. Apply them wrong across three exchanges and two wallets and your gain can be out by thousands. We import your full transaction history into specialist crypto tax software, reconcile it, and produce disposal calculations that stand up to HMRC scrutiny. For a quick estimate of the bill itself, try our free crypto CGT calculator.

DeFi, staking and NFTs

Staking rewards, airdrops, liquidity pools, wrapped tokens and NFT flips each have their own treatment, and some count as income rather than capital gains. We classify each transaction type correctly, so you neither overpay on rewards nor understate income HMRC already knows about.

Trader or investor? It changes everything

Most people who buy and sell shares or crypto are investors paying Capital Gains Tax. A few trade with the frequency, organisation and sophistication that makes it a trade taxed as income. The line is drawn by case law, not by how it feels, and sitting on the wrong side of it distorts every return you file. We assess your status properly and document the reasoning.

HMRC letters, sorted

Exchanges now share customer data with HMRC, and the new international crypto reporting framework means the flow of information only increases. If you have received a nudge letter, or you have years of undeclared gains, a voluntary disclosure made before HMRC opens an enquiry dramatically reduces penalties. We prepare the disclosure and negotiate on your behalf.

How it works

1. Talk to us. A free, no-obligation consultation, by video call or email, where we learn about your situation and you learn exactly what we would do differently.
2. Get your fixed quote. One monthly fee, agreed in writing before any work starts. No hourly billing, no surprise invoices.
3. We handle the switch. We contact your previous accountant, collect your records, sort HMRC authorisations and set up your cloud software. You barely lift a finger.
4. Relax all year. Deadlines tracked, filings made, and proactive advice before each year end, not after it is too late.

Frequently asked questions

I have never declared my crypto. How bad is it?

Better than it will be next year. Voluntary disclosure before HMRC contacts you keeps penalties at the lowest end, and in many cases the tax itself is smaller than feared once losses and allowances are applied properly. The worst strategy is waiting.

Do I pay tax when I swap one coin for another?

Yes. Swapping crypto for crypto is a disposal for Capital Gains Tax, even though no pounds ever touched your bank account. This is the single most common surprise for new clients, and it is why the record keeping matters.

What records do I need to keep?

Dates, amounts, values in sterling and what each transaction was, across every exchange and wallet, including ones you have closed. If your history is patchy we can usually rebuild it from exchange exports and the blockchain itself.

Can you help with share trading too?

Yes. We handle Capital Gains Tax reporting for stocks, funds and options, including the same matching rules, employer share schemes and losses claimed against future gains.