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Investing · Gilts

Buying gilts directly vs gilt ETFs

For UK retail, the choice between individual gilts and gilt ETFs is mostly a tax + control trade-off, not a return trade-off. Individual gilts give you tax-exempt capital gains and precise control over duration. Gilt ETFs give you diversification, liquidity, and zero admin. Here's the practical comparison for 2026/27.

5-minute read

For most UK retail investors in 2026/27: buy individual gilts if you have £20,000+ to commit, hold-to-maturity, and want to capture the CGT-exempt capital gain on low-coupon issues. Use a gilt ETF (VGOV, GLTL, IGLN) if you want diversification, regular contributions, or are inside an ISA/SIPP where the CGT exemption doesn't matter. The decision hinges on three factors: investment size, time horizon, and wrapper choice.

The decision matrix

FactorIndividual giltsGilt ETF
Minimum practical amount~£10,000 (broker fees too high below this)~£100 (fractional possible)
Dealing costs£5-£12 per trade (one-off)£0-£12 per trade + 0.07-0.20% OCF/year
CGT exemption on capital gainsYes — gilts are CGT-exemptNo — ETF gains are CGT-taxable in GIA
Coupon taxTaxable as savings incomeDistribution taxable; ERI if accumulating
DiversificationOne issuer (HMT), but specific durationAcross many gilts of different maturities
LiquidityLiquid in normal markets; can be tricky in stressHighly liquid
Hold-to-maturity optionYes — receive £100 nominal backNo — fund has rolling maturity
Best forLarge amounts, tax-aware, specific durationSmaller amounts, diversification, simplicity

The tax case for individual gilts

The killer feature: capital gains on gilts are CGT-exempt (Section 115, Taxation of Chargeable Gains Act 1992).

For a higher-rate taxpayer in a GIA:

Gilt ETFs don't get this benefit. ETF distributions are taxable as income, and ETF disposals (selling shares of the ETF) are taxable as CGT in a GIA. The CGT exemption on individual gilts is structurally lost in the ETF wrapper.

The ETF case for diversification + simplicity

Why gilt ETFs still win for most retail:

Major UK gilt ETFs

TickerNameMaturity focusOCF
VGOVVanguard U.K. Gilt UCITS ETFBroad UK gilts (all maturities)0.07%
GLTLSPDR Bloomberg UK Gilt UCITS ETFBroad UK gilts0.07%
IGLTiShares Core UK Gilts UCITS ETFBroad UK gilts0.07%
IGLSiShares UK Gilts 0-5yr UCITS ETFShort-dated only0.07%
IGLTiShares £ Index-Linked Gilts UCITS ETFIndex-linked only0.10%

For most UK retail investors wanting "ballast" bond exposure: VGOV or GLTL is the standard choice — broad UK gilts with very low OCF.

Worked example — £30,000 gilt ladder vs VGOV

UK higher-rate taxpayer, £30,000 to deploy, 3-year horizon

Option A: Direct gilt ladder

£10k TR25 (matures 31 Jan 2025): YTM 4.50%, mostly capital gain (tax-free)~£450 first-year net
£10k TG27 (matures 31 Jan 2027): YTM 4.30%, mostly capital gain (tax-free)~£430 per year net
£10k TM30 (matures 22 Oct 2030): YTM 4.30%, mix of coupon + small gain~£330 per year net (coupon-heavy, taxed)
Broker dealing fees: 3 × £10 = £30 (one-off)−£30
3-year net return on £30k~£3,500 (~11.7%)

Option B: VGOV (Vanguard UK Gilt ETF)

£30k VGOV at 4.30% yield-to-maturity, 7-year duration
Distribution yield ~3.5% taxable: 3.5% × £30k × 60% (after-40%-tax) × 3 years~£1,890
Capital gain depends on rate movements (uncertain)−£900 to +£3,000
OCF drag: 0.07% × £30k × 3 = ~£63−£63
If sold above £3k CGT allowance, 24% CGT on capital gain
3-year net return (assuming flat rates) on £30k~£1,800 (~6%)

Direct gilt ladder wins for higher-rate taxpayer in GIA by ~£1,700 over 3 years on £30k — purely from the tax efficiency of the CGT exemption on capital gains. Inside an ISA, the two would be much closer (tax neutrality).

How to actually buy individual gilts (practical workflow)

  1. Choose your broker. Hargreaves Lansdown, AJ Bell, Interactive Investor all offer individual gilts. Interactive Brokers also offers them with lowest fees.
  2. Find the gilt you want. Search by ISIN or name. The DMO site (dmo.gov.uk) lists all current gilts.
  3. Place the trade. Gilts are bought in £ nominal amounts. £10,000 of TR25 costs the clean price × 100 × £10,000 ÷ £100 nominal + accrued interest.
  4. Settle and hold. Standard settlement is T+2. Coupons get paid into your broker account automatically.
  5. Reinvest at maturity. When a gilt matures, the £100 nominal lands in your account. Buy the next gilt in your ladder.

Common direct-gilt mistakes

Sources and methodology

Tax position: section 115 of the Taxation of Chargeable Gains Act 1992. Gilt issuance from DMO. ETF fee data from issuer pages as of May 2026. The ETF Data Methodology documents data sources. The methodology page documents the broader review process.

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