Calculate 0.5% Stamp Duty (SDRT) on share purchases, with exemptions for gifts, trust transfers, divorce and company winding‑up.
If any exemption applies, stamp duty may be £0 or significantly reduced. Our review confirms eligibility.
| Consideration (purchase price) | £0 |
| Stamp Duty / SDRT rate | 0.5% |
| Exemption applies? | No |
| Duty before exemptions | £0 |
| Total Stamp Duty due | £0 |
Our qualified accountants review your share transfer, confirm the correct stamp duty (or exemption), and file the required return within the 30‑day deadline.
We’ll check your share transfer, confirm the correct duty or exemption, and quote a fixed fee to file with HMRC.
An accountant will contact you within 2 hours. For urgent queries call 01582 340887.
HMRC charges penalties for late or incorrect stamp duty returns. Many transfers qualify for full exemption – but only if documented correctly.
Gifts, trust restructurings, divorce settlements – we identify every relief to reduce your bill to zero.
Paper stock transfer forms must be stamped within 30 days. Late filing triggers automatic £100+ penalties.
Most electronic share purchases attract 0.5% SDRT. We ensure correct reporting and payment.
Real feedback from individuals and businesses we've helped with share transfers.
"Transferred shares to my children as a gift – I thought stamp duty applied. Fiscal Umbrella confirmed the gift exemption, saved me £2,500, and filed the Form ST22 for a fixed fee."
"We had a complex trust restructure. Their team confirmed no stamp duty was due, handled all HMRC correspondence, and saved us hours of stress. Highly professional."
"I bought shares in a private company and didn't know about the 30‑day stamping rule. They filed the return within a week, paid the duty, and even found a small overpayment from a previous transaction."
| Transaction type | Rate / rule |
|---|---|
| Electronic share purchase (SDRT) | 0.5% of consideration (charged automatically via CREST) |
| Paper stock transfer (Form ST22) | 0.5% on consideration over £1,000 (rounded up to nearest £5) |
| Gifts / no consideration | Exempt – no duty payable |
| Transfers to/from trusts (no change in beneficial ownership) | Exempt |
| Divorce / dissolution transfers | Exempt |
| Company winding‑up distribution | Exempt |
Filing deadline: 30 days from the date of execution for paper transfers. Electronic SDRT is usually collected by the broker, but a return may still be required in certain cases.
No. Genuine gifts with no consideration are fully exempt from stamp duty. However, you may need to file a Form ST22 to claim the exemption.
For paper stock transfer forms, you must stamp the document within 30 days of execution. Late stamping incurs penalties starting at £100 plus interest.
Most brokers automatically deduct 0.5% SDRT when you buy UK shares. No separate return is needed unless the transaction falls outside the CREST system.
Yes. HMRC allows refunds for overpaid duty within 4 years. We can review your past transactions and claim on your behalf.
Straightforward returns start at £195 fixed fee, including exemption review and HMRC filing. Complex cases quoted after a free call.
Our fixed‑fee service ensures you pay the correct duty (or claim a full exemption) and file on time.
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