Hello and welcome to the site. Thank you for your question.[q]Would it suffice if I got a letter from the present CEO, a qualified accountant, confirming details of options exercised with dates and price, and what I put in at the 20p IPO Would it help if Barclays Bank were able to trace records of payments to the Barclays account of Mariana Resources to support purchases?[a]It is in your interest to retain documentation to support your cost. In the absence of original documentation, a letter from the present CEO confirming details of options exercised would suffice.All documentation is necessary and helpful in the event HMRC were to instigate an enquiry.[q]In case my losses more than cover the gain on the Mariana disposal, may I carry forward these 'unused' losses for future possible gains, and for how long?[a]You should report the losses on your tax return for them to be registered. You can then utilise them against future gains till such time they are exhausted. You can contact me here if you need help in the future. You can address the question to me (taxadvisor.uk) or request that I answer your question.
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