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HolderTax / United Kingdom / Rules / Pooling
Rule explainer · United Kingdom · Schedule lines 03–04

Pooling, same-day and the 30-day rule

For fungible tokens dealt in without identifying particular units, UK CGT uses a Section 104 pool, with same-day and 30-day matching rules applied before the pool. Separately identifiable NFTs are treated differently and are not pooled.

Answer first

What HolderTax can say from the current evidence

Pre-publicationThese claims are still awaiting licensed human approval. Use the evidence bundle below to inspect the authority and review state.
Section 104 poolingOne pool per token type where tokens are fungibleHMRC CRYPTO22200
Same-day and 30-day matchingSame day, then acquisitions within 30 days, then section 104 poolHMRC CRYPTO22200
Crypto-to-crypto exchangeDisposal of the token given up; affects both poolsHMRC CRYPTO22257
Staking/mining/lending incomeGenerally other taxable income when not a tradeHMRC — Check if you need to pay tax when you receive cryptoassets
Working draft · rule mechanics pending sign-off by a licensed reviewer · not advice on your computation

One pool per token

Under the section 104 rules, every acquisition of the same token merges into a single pool holding two numbers: total units and total allowable cost, in sterling, fees included. Buy 1 BTC at £20,000 and later 1 BTC at £40,000, and you do not own a cheap coin and an expensive coin — you own a pool of 2 BTC at £60,000, average £30,000. A disposal takes its cost from the pool average, and reduces the pool proportionately.

If you learned crypto tax from American sources, unlearn the lot. There is no FIFO election, no specific identification, no per-lot holding clock and no long-term rate. The pool is the whole story — except for the two rules that come before it.

The matching order: same day, 30 days, then the pool

Every disposal must be matched in this exact order:

  1. Same-day rule. Tokens disposed of are first matched with tokens of the same type acquired the same day. All same-day trades in a token effectively composite into one.
  2. 30-day rule. Any remainder is matched with acquisitions of the same token in the following 30 days, earliest disposal first. The repurchase price — not the pool — becomes the cost basis for the matched portion.
  3. Section 104 pool. Only what survives both rules draws its cost from the pool average.
Worked matching example

One disposal can be split across all three matching layers

Assume you dispose of 1.00 BTC. You acquire 0.20 BTC later the same day, then 0.30 BTC 14 days later. The remaining 0.50 BTC is matched to the Section 104 pool. The tax computation follows that matching order even if your exchange software labels the sale against a specific purchase lot.

Same-day match0.20 BTC
Following 30-day match0.30 BTC
Section 104 pool0.50 BTC
Decision table

Which matching rule owns the disposal?

FactTreatmentWhy it matters
Fungible tokens acquired the same day as disposalSame-day rule firstThose units do not enter the Section 104 match for that disposal.
Same token acquired in following 30 days30-day rule after same-day matchingRepurchase cost can replace pooled cost for the matched quantity.
Quantity left after both rulesSection 104 poolUses the pooled allowable cost per unit.
Separately identifiable NFTNot pooled under HMRC CRYPTO22200The share-style matching rules described here do not apply in the same way.
Swipe table →
What changes this answer

Do not apply the pool mechanically until these facts are settled

  • Whether the token is fungible or separately identifiable.
  • Whether acquisitions occurred on the same day or within the following 30 days.
  • Whether all wallets/platforms belonging to the same beneficial owner have been included in the token-level pool.
  • Whether receipts such as staking rewards were brought into the computation at the correct sterling amount before later disposal.

Why the 30-day rule rewrites harvested losses

The rule exists to kill bed-and-breakfasting: selling to crystallise a loss and buying straight back. Where the US wash-sale statute currently misses digital assets (see our US §1091 note — the two systems could not differ more here), the UK rule catches them squarely. Sell 5 ETH from a £1,000-average pool at £800, and the £1,000 loss you expected exists only if you stay out of ETH for 30 days. Buy back on day 14 at £850 and the disposal is matched to that repurchase: your loss is £50 per coin against the buyback price, not £200 against the pool — and your pool cost quietly changes too.

The loss on your exchange screen is calculated by software that has never heard of section 104. The loss on your return is calculated by the matching order. They agree only by coincidence.

Where returns actually go wrong

Exchange CSVs and per-lot software. Tools built for US rules produce US answers. A UK computation needs pooling logic — per token, across every platform and wallet at once, because the pool is per asset, not per exchange.

Swaps forgotten as disposals. Token-for-token trades, stablecoin legs included, are disposals at sterling value on the day. Active traders generate hundreds of pool events they never mentally registered as "selling".

Income entering the pool wrong. Staking and mining rewards are income at sterling value on receipt — and that value is what enters the pool as cost. Skip the income step and the pool is wrong forever after.

Frequent trading around the 30-day window. High-frequency traders trigger cascades of same-day and 30-day matches; a manual spreadsheet almost never survives contact with them.

What this means for planning

Two honest consequences. First, loss harvesting works in the UK only with a genuine 30-day exit — the exposure gap is the price of the loss. Second, the pool average means a partial disposal always realises the blended history of every purchase, which cuts both ways and surprises people in both directions. Anyone with more than trivial activity should compute the pools before making disposal decisions in March, not discover them in January.

Primary-source noteHMRC CRYPTO22200 states the pooling rule, same-day matching, acquisitions within the following 30 days, and the separately-identifiable NFT exception.
Evidence bundle

Canonical claims used on this page

Claim IDs are the publication contract. A translation or article may explain a claim, but cannot silently change its source, status or review lifecycle.

uk.poolingSection 104 poolingOne pool per token type where tokens are fungible
Working — not publishableEffective: 2026-01-01Review due: 2027-01-15Reviewer: —Evidence: exact_locator · Research recheck: evidence_collected (—) · Human: pendingLocator: HMRC CRYPTO22200 → opening pooling paragraphs / TCGA92/S104Source: HMRC CRYPTO22200 ↗
uk.matching_30_daySame-day and 30-day matchingSame day, then acquisitions within 30 days, then section 104 pool
Working — not publishableEffective: 2026-01-01Review due: 2027-01-15Reviewer: —Evidence: exact_locator · Research recheck: evidence_collected (—) · Human: pendingLocator: HMRC CRYPTO22200 → “Same day rule” and “Acquiring tokens within 30 days of selling”Source: HMRC CRYPTO22200 ↗
uk.swap_disposalCrypto-to-crypto exchangeDisposal of the token given up; affects both pools
Working — not publishableEffective: 2026-01-01Review due: 2027-01-15Reviewer: —Evidence: exact_locator · Research recheck: evidence_collected (—) · Human: pendingLocator: HMRC CRYPTO22257 → crypto-to-crypto exchange exampleSource: HMRC CRYPTO22257 ↗
uk.staking_incomeStaking/mining/lending incomeGenerally other taxable income when not a trade
Working — not publishableEffective: 2026-01-01Review due: 2027-01-15Reviewer: —Evidence: exact_locator · Research recheck: evidence_collected (—) · Human: pendingLocator: GOV.UK “Check if you need to pay tax when you receive cryptoassets” → staking / mining / lending receiptsSource: HMRC — Check if you need to pay tax when you receive cryptoassets ↗
uk.nft_pooling_exceptionNFT pooling exceptionSeparately identifiable NFTs are not pooled and the share-style matching rules are not applied
Working — not publishableEffective: 2021-03-30Review due: 2027-01-31Reviewer: —Evidence: exact_locator · Research recheck: evidence_collected (—) · Human: pendingLocator: HMRC CRYPTO22200 → opening pooling section: separately identifiable NFTs are not pooled and no matching rules are appliedSource: HMRC CRYPTO22200 ↗