Capital Gains Tax Advisor
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.
Senior Tax Team
J Stuart Thomson MA ACA FCT ATT MCSI
Group Managing Director
- Chartered Accountant (Institute of Chartered Accountants of Scotland).
- Associate Chartered Accountant (Institute of Chartered Accountants of England and Wales).
- FCT – Fellow of the Association of Corporate Treasurers.
- MCSI – Member of the Chartered Institute of Securities and Investments
- ATT – Association of Tax Technicians.
Karen Stone FCCA
Senior Enquiries Lead – Accountancy and Tax Advisory Services
- Fellow of the Chartered Institute of Certified Accountants (FCCA)
- Member Association of Accounting Technicians (MAAT)
- Advises owner-managed businesses, personal tax and trust clients.
- Works with our tax and accounts departments in an advisory role.
Ian Dodge ATT
Senior Tax Manager
- Association of Taxation Technicians (ATT).
- Certified in Probate and Estate Administration.
- Ian leads our tax advice services.
- Over 20 years of experience, he previously worked for HMRC.
- Provides technical tax support for tax barristers.
Peter Briant CTA
Tax Manager
- Chartered Tax Advisor with 20 years experience.
- HM Revenue and Customs (HMRC) Inspector of Taxes.
- Has worked in tax strategy, tax investigations, large business, public sector, personal tax and corporation tax.
- Represented HMRC in discussions with foreign fiscal tax authorities.
Next Step
Contact us to relieve your CGT headache – and reduce your taxes. You’ll be pleased you did.