When you invest, your capital is at risk.

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Tax solutions & partners

On Stake, we make tax time as painless as possible. We provide you with the information you need to complete your tax either by yourself or with your accountant/tax adviser. Our partners can also generate reports that you may require. 

Reports we provide

Our Account summary report features beginning to end-of-period balances, exchange rates displayed on your transaction log, and trade volumes to assist you or your accountant in determining your tax obligations with ease. You can specify the format as either Excel or PDF.

You can also obtain Trade Confirmations as well as your Monthly Account Statements, which are provided in PDF format. 

Downloadable reports are easily available - more details on this are provided in the section “Tax & Documents" on the mobile app and desktop site. 

Generating reports with Sharesight

Stake customers can track their portfolios and run relevant tax reports using Sharesight. This includes completing your CGT, Taxable Income Reports, and calculating your Unrealised Capital Gains. Sharesight manages this service, integrating Stake’s confirmations and files. 

You can check out more information on Sharesight's website and may need to reach out to the Sharesight support team directly for further tax support.

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Stake is the trading name of Hellostake Limited, a company registered in England and Wales (Company no. 11676409). Hellostake Limited is authorised and regulated by the UK Financial Conduct Authority under the Firm Reference Number 830771. Registered address: 85 Great Portland Street, London, W1W 7LT, United Kingdom.

When you invest, your capital is at risk.

The value of your investments can go down as well as up and you may receive back less than your original investment. Any advice is of a general nature only. As investments carry risk, before making any investment decision, please consider if it’s right for you and seek appropriate independent taxation and legal advice. The information on our website or our mobile application is not intended to be an inducement, offer or solicitation to anyone in any jurisdiction in which Stake is not regulated or able to market its services.

At Stake, we’re focused on giving you a better investing experience but we don’t take into account your personal objectives, circumstances or financial needs. Please view ourTerms & Conditions,Privacy PolicyandDisclaimers before deciding to use or invest on Stake. By using the Stake website or service in any way, you agree to our Privacy Policy and Terms & Conditions. All financial products involve risk and you should ensure you understand the risks involved as certain financial products may not be suitable to everyone. Past performance of any product described on this website is not a reliable indication of future performance

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