Capital Gains Tax

Getting the most from the ownership of your assets

We can work with you from the very beginning, when first acquiring an asset, to the very end, when you are thinking of selling or gifting it away.

What we offer

Capital Gains Tax (CGT) is often triggered when an asset is sold at a profit but it can also come into play on gifts, transfers and even asset swaps.

Our tax expertise in this area means we are able to help you understand the rules and importantly, the reliefs and exemptions available. We can break these down for your situation and talk you through the complicated aspects, along with preparing what-if calculations and quantifying the tax payable.

Nobody likes a surprise tax bill and with our help and guidance, these surprises can be avoided.

We can help you:

  • Understand how best to own assets to maximise the reliefs between a husband and wife or across a family, including in divorce matters
  • Plan how and when to make a sale or gift, making best use of losses, allowances, reliefs and exemptions available
  • Establish share valuations and business valuations
  • Review whether you need to report a disposal and when and how to do so, along with preparing your tax return or any non-resident CGT return (as applicable)
  • Obtain HMRC’s approval to any valuation aspects for certainty on the tax payable ahead of when it is due and to reduce the risk of a Tax Investigation

We also offer expert tax advice on maximising Entrepreneurs’ Relief and Rollover Relief, whilst steering you away from the common pitfalls. Although the reliefs can be generous, it is important to carefully review your position to ensure the conditions are met well ahead of a planned exit.

Private Client Specialists

Meet our people >

Why work with us?

Our private client team is one of the top accountancy firms for private client in the UK.

  • Cross Team Expertise
    Cross Team Expertise

    We offer you a truly joined-up service, with both our financial planning and private client tax working together to give you the best possible advice

  • Industry Recognition
    Industry Recognition

    Tolley's Taxation Awards 2019 Best Private Client Practice Finalist

  • International Reach
    International Reach

    We are a founder member of The International Accounting Group (TIAG)

  • Accessibility
    Accessibility

    4 Offices, London, St Albans, Rickmansworth and Milton Keynes

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