Capital Gains Tax Advisor

Most new clients are initially unaware of the substantial Capital Gains Tax (CGT) savings we achieve. 

That’s because we provide tailored CGT tax advice on property, shares, and other investments for your specific needs. We optimise your CGT across a wide range of options, alternatives, and play-offs.

CGT Resources

• We employ an in-house Chartered Tax Advisor (CTA), qualified by the Chartered Institute of Taxation. (CTA is the UK’s highest tax qualification.)
• Many of our tax staff have previously worked for HMRC, so we know how to work with them effectively on your behalf. 
• We’re a mid-sized firm (70 staff) with the resources you need – and are small enough to care.

CGT Savings

We’ve been able to help clients substantially reduce their CGT using:

• Relief for primary residences.
• Roll-over reliefs.
• Re-investment reliefs.
• Exemptions from CGT.
• Negligible value claims.
• Entrepreneurs’ relief and other business exits.
• Indexation allowance for companies (now limited to assets acquired prior to 2018).
• Many others

We recommend you seek our advice prior to the sale of a valuable asset.

Capital Gains Tax Advice Case Study Mr and Mrs W

The problem

Mr and Mrs W wanted to give assets to their children. The family home, in part of which one child lived, had a very complex history.

The property had been redeveloped and expanded and contained additional development land. Mr. and Mrs. W wanted to understand their capital gains position and adjust their gift using other assets.

How we helped

We reviewed the property’s history of ownership, beneficial interest, and its different uses and developments.

The result

We provided Mr and Mrs W with a complex capital gains calculation, setting out the various parameters and key factors to optimise future estate planning while meeting their family’s needs.

Next Step

Contact us to relieve your CGT headache – and reduce your taxes. You’ll be pleased you did.