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Holding Publicly Listed Shares: Fundamentals

Holding Publicly Listed Shares: Fundamentals

Skye Francis
With Skye Francis
1 hour CPD
Difficulty: BASIC

Learn the tax fundamentals of holding publicly listed shares as we step through the most common issues and transactions.

This event has ended.

Missed the event? Watch the replay video to catch up.

Thursday 3 September 2026
Ended
Online via Zoom

Learn the tax fundamentals of holding publicly listed shares as we step through the most common issues and transactions.

In this session, we cover:

  • Dividends

  • Special dividends,

  • Cost base and capital proceeds calculations

  • Identifying ‘which’ shares are sold

  • CGT discounts

  • Capital returns