UK taxation for futures and options trading

Discussion in 'Options' started by the learner, Mar 13, 2015.

  1. The honest answer is I don't know. Certainly if you were trading futures or stocks, there is no way it would be treated as income - it would be CGT. But I've heard people say that all options trading is treated as income; but I haven't seen a reference for that.

    Income would be calculated as sales - premium paid - commissions.

    You can also deduct trading expenses, data feeds, interest expenses if you're subject to income tax; if it's CGT you can't.

    You could also use mark to market if you were running through a limited company.

    GAT
     
    #61     Mar 5, 2021
    TBJ likes this.
  2. I have been paying self employed income tax on options for 20 years- the key question is turnover, it's easy enough to do P&L, as I'm sure you know. Capital gains is for shares- they don't understand options at HMRC !
     
    #62     Mar 5, 2021
  3. TBJ

    TBJ

    Ok thanks, what is this key question about turnover? And I assume options purchased and sold are VAT exempt, correct?
    Also for this turnover I would assume is total sales from selling options purchased alone. Then offset them vs option premium paid and commissions? Then throw in expenses and so on
     
    #63     Mar 5, 2021
  4. Turnover is the total amount going through the account. there's no VAT, only income tax as self employed trader. So yes turnover is no profit, it's everything before losses/expenses etc. Example selling strangle for 20 = £200+ ssay £10 comms= turnover. Deductions later are for profit or loss. Options trading is classed as income not capital gains.
     
    #64     Mar 5, 2021
    TBJ likes this.
  5. jking2uk

    jking2uk

    Do UK residents who trade US options need to complete a W8-BEN?
     
    #65     May 12, 2021
  6. YES!
     
    #66     May 12, 2021
  7. ffs1001

    ffs1001

    Yes, I do it every year or so. I'm with IB.

    Edit: Oh @Wildlesham! You got there a second before me.
     
    #67     May 12, 2021
    Windlesham1 likes this.
  8. ZBZB

    ZBZB

  9. jking2uk

    jking2uk

    Thanks
     
    #69     May 12, 2021
  10. Never yet met an accountant who understand options- but for tax it's simple P&L . Turnover minus allowable deductions, don't ever try to explain options to HMRC!
     
    #70     May 22, 2021