CGT question

[GoldenGhost]

I’m looking to sell an investment account and give the cash to my daughter. When I’m looking at the gains report do I add the realised and unrealised gains together to get the total gain?

Are you withdrawing the full amount? If you are, add 100% of the unrealised gain to the gains realised so far in this tax year to get the CGT total. If you are withdrawing a portion of the full amount, then you work out the % you want to withdraw against the whole pot and apply that % to unrealised gains which then gets added to the gains already realised.

Won't the gains all be realised if you're selling the investments??

@Kazzyhoward if selling the whole investment yes, but if selling just a proportion only a proportion of the gains will be realised.