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Stamp duty reserve tax

United Kingdom: a transaction tax charged on purchases of UK incorporated shares, collected automatically on electronic settlement and added to the cost of the position.

The charge applies to buys, not sells, and is levied at a set percentage of consideration on shares of UK incorporated companies. Purchases of overseas-incorporated shares and of most exchange traded funds domiciled outside the UK fall outside it.

Exemptions that matter to traders include instruments settled without a transfer of beneficial ownership, such as spread bets and contracts for difference, though the provider generally hedges in the underlying and prices the cost in.

Because it applies inside a stocks-and-shares-isa as well, the tax is unavoidable for direct UK share buying and is a real drag on high-turnover strategies in UK names.

General information about the United Kingdom, not tax advice. Rules change and depend on your circumstances; verify with a qualified adviser.

Related: uk-capital-gains-tax, stocks-and-shares-isa, uk-spread-betting-tax, hmrc

See it drawn

Original diagrams for the ideas on this page. Illustrative, not real market data.

Bid-ask spread in an order bookSell orders stacked above buy orders with a gap between the best of each.SELLERS (asks)50.0690050.051,40050.0460050.011,10050.002,30049.99800spread = 0.03BUYERS (bids)
The bid-ask spread. Buy orders sit below, sell orders above, and the gap between the best bid (50.01) and best ask (50.04) is the spread you pay to cross. Bar length shows the size resting at each price.

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