Sales of securities 

Selling securities may seem easy in theory, but in practice there are many things to consider. Whether it's shares, funds or other assets, the outcome is affected by both market conditions and taxation rules. With the right knowledge and planning, selling becomes both safer and more profitable.

Plan the sale in advance

A good first step is to think about when you want to sell. Markets move all the time and timing can make a big difference to performance. It may also be wise to review your entire portfolio when selling. Perhaps there is an opportunity to offset gains against losses or to spread the trades over time to reduce risk?

How to calculate the result

When you sell securities, you need to know the cost price, i.e. what you once paid including fees. This is used to calculate the profit and therefore the tax. When you have owned the same security for a long time and bought at different times, the purchases are added together to arrive at an average price per share, the so-called average method. If you have not kept records, there are also standardized methods as an alternative. Keeping track of these rules makes sales more transparent and helps you avoid unnecessary mistakes.

Professional help when selling

Many people find it difficult to manage both sales and tax rules on their own. This is where Monitor Capital Markets can provide valuable support. As professional stockbrokers with many years of experience in the industry, we offer both advice and practical help throughout the process. Our expertise means you can feel confident that decisions are being made on the right basis, while allowing you to focus more on your future investments.

So selling securities doesn't have to be complicated, but it often requires planning and access to the right support. Contact us we'll tell you more about the rules and help you get more out of your business.