Capital Gains Tax (CGT)

Capital Gains Tax (CGT) applies when selling assets such as property or shares, and we assist with managing CGT to ensure tax efficiency. Our team works with you to identify strategies that minimize CGT liability, such as timing sales and utilizing available exemptions. By incorporating CGT planning into your overall tax strategy, we help you maximize returns and minimize the impact of taxes on your investments.

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Whether you're selling your business, investing in property, or liquidating a portfolio, we’ll work with you to determine the most advantageous timing and structure. We help with Entrepreneur’s Relief (now Business Asset Disposal Relief), asset rollovers, and gifting strategies, all to ensure your gains are kept as tax-efficient as possible while supporting future investments or retirement plans.

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We also assist with calculating gains, loss carry forwards, investment property sales, and international asset disposals. Our approach ensures your overall tax burden is optimised while aligning with your broader investment and exit strategies.

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Exemptions: Some assets, like your primary residence, may be exempt from CGT under Private Residence Relief.

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Tax-efficient Strategies: We help plan the timing of asset disposals and explore ways to minimize CGT liabilities through allowances and reliefs.