Capital gains tax planning and returns

Capital Gains Tax applies when you sell or dispose of assets such as property, shares, land or business interests. Many people are caught out because the tax is triggered even when no cash is actually received straight away.

We regularly see clients facing unexpected tax bills after selling a rental property, transferring assets, or selling part of a business. In many cases, with the right planning, the tax could have been reduced or spread.

We help individuals, business owners and trustees understand their Capital Gains Tax position and plan ahead before assets are sold. Where disposals have already happened, we prepare the necessary calculations and returns and make sure everything is reported correctly to HMRC.

Our focus is on keeping you compliant while making sure you do not pay more tax than you need to.

What you get with us

• clear calculation of Capital Gains Tax due
• advice before selling assets where possible
• use of available allowances and reliefs
• preparation and submission of CGT returns
• clear explanation of options and timelines

FAQs – Capital gains tax