Capital Gains Tax

Clear advice on Capital Gains Tax

Selling or gifting property, shares or other assets can trigger Capital Gains Tax (CGT). We help you understand the potential tax, make use of reliefs and plan disposals in a tax-efficient way.

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forwardlooking cgt

Understand the CGT impact before you sell

Capital Gains Tax arises when you dispose of certain assets for more than you paid for them. The rules, rates and reliefs can be complex, especially when you own multiple properties, investments or business interests.

We help you calculate potential gains, consider the timing of disposals, and make use of the allowances and reliefs that apply to your situation.

Our Capital Gains Tax service includes

Practical support from initial calculations to reporting and payment, with a focus on forward planning wherever possible.

Calculating your gains

  • Identifying which disposals are within the CGT regime
  • Calculating gains or losses on each asset
  • Factoring in acquisition costs, improvement costs and disposal costs
  • Considering the impact of previous disposals within the same tax year

Reliefs & allowances

  • Use of annual CGT allowances where available
  • Spousal transfers and joint ownership planning
  • Private Residence Relief and periods of occupation (where applicable)
  • Business-related reliefs where qualifying conditions are met

Reporting & payment

  • Helping you understand when and how to report gains
  • Including CGT within your self-assessment tax return
  • Advising on payment deadlines and methods
  • Supporting corrections or amendments where necessary


Common Capital Gains Tax situations we support

Residential & investment property

  • Sale of second homes and buy-to-let properties
  • Properties that have been your home and later rented out
  • Furnished holiday lets and mixed-use properties
  • Planning disposals to manage CGT exposure

Shares & investments

  • Sale of listed shares and funds outside tax wrappers
  • Gains realised when rebalancing investment portfolios
  • Coordinating gains and losses across a tax year
  • Considering ISA and pension use alongside CGT planning

Business interests

  • Disposal of shares in a trading company
  • Sale of business assets or goodwill
  • Aligning CGT planning with wider business exit plans
  • Coordinating with Business Exit Planning and Inheritance Tax advice

Plan ahead for smoother, more tax-efficient disposals

The best CGT outcomes usually come from planning ahead rather than reacting after a sale has already taken place. We help you think through timing, ownership and reliefs before you commit.

Benefits of our Capital Gains Tax service

✓
Reduced CGT where possible Make better use of allowances, reliefs and timing to manage your overall CGT bill.
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Fewer surprises Understand the likely tax cost before you sell or gift an asset, not after.
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Accurate reporting Ensure disposals are reported correctly to HMRC and linked to your wider tax position.
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Joined-up planning Coordinate CGT planning with property, investment, retirement and estate plans.

Is our CGT service right for you?

Our Capital Gains Tax support is ideal if you are considering selling or gifting significant assets, or if you already have a more complex mix of property, investments and business interests.

Planning a sale or disposal?

If you’re thinking about selling property, shares or another asset, talk to us before you commit so we can help you understand and plan for any Capital Gains Tax.

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