Financial,Spread,Betting,still business, insurance Financial Spread Betting - still a tax efficient way to gear


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Some operators of spread betting platforms are no solarge that they are now listed on the London Stockmarket.Circumstances vary from country to country but therationale behind this form of trading is the opportunity to leverage up a smallamount of money to control a disproportionately large quantity of shares orother financial instruments in a very tax efficient manner.( In the UK, betsare free of both stamp duty and Capital Gains Tax). It also affords theopportunity to make money from something that is falling in price. On thedownside, the leverage element ensures that any losses are alsodisproportionately large compared with the sum of money laid out.Although technically classed as gambling, financialspread betting is not regulated in the UK by the Gambling Commission but by theFinancial Services Authority who are probably more inclined to regard it asspeculation.Spread betting can be used to back one’s hunches inall sorts of financial instruments such as shares, commodities and currencies.Many investors use it to hedge fully paid up investments in these markets.In its simplest form, a spread bet is a wager that aninstrument is going to go up or down in price by a sufficient margin to coverthe “spread” or difference between the buying and selling price. This margin isthe profit accruing to the operator of the spread betting platform which hasbeen selected. The company concerned is effectively acting like a bookmaker andundertaking to honor your bet if it comes good.To illustrate how a spread bet might work in practice,let’s assume our bettor expects Vodafone shares to rise from their currentprice of 170p to sell and 171p to buy. If he was to buy, say, 1,000 shares inthe stockmarket, this would cost £17,100 plus stamp duty and broker’scommission, let’s say a total of £17,200.Instead, our spread bettor elects to “control” thesame amount of shares using a spread bet. If his chosen spread betting firm isquoting 170p to sell and 171p to buy, he opens a Buy bet at 171p for £100 perpoint. If the shareprice subsequently moves to 180 p to sell, anyone who hadphysically bought 1,000 shares at 172p including costs, would have made £800profit on a £17,200 outlay or 4.6 %.Meanwhile, our intrepid spread bettor has cleared£900. The spread betting firm he used would have asked for a deposit or “margin “ of the underlying value to cover any losses and, let’s assume on avery marketable share like Vodafone, this margin requirement was 10 % or £1,710. He has therefore cleared a very healthy 53% return on his actual outlaywithout incurring any tax liability. This clearly demonstrates the benefits ofleverage or “gearing” when things go well.The other side of the coin is that, if the sharepricehad fallen by 10% instead, the spread bettor would either have to choose toaccept a loss of £1,710 or deposit another 10% margin in anticipation of aprice recovery.

Financial,Spread,Betting,still

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