Tax Advisor Services – Capital Gains Tax (CGT)

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 1) Mr and Mrs W

The problem

Mr. and Mrs. W wanted to give away assets to their children. There was a very complex history surrounding the family home, part of which was lived in by one child.

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 and beneficial interest, as well as its different uses and developments.

The result

Mr. and Mrs. W received a complex capital gains calculation that set out the various parameters and key factors so future estate planning could be undertaken.

Capital Gains Tax Advice Case Study 2) The T Family

The problem

The T Family called us as they were about to exchange on the purchase of their new home. But their solicitor had advised they had to pay an additional £5,000 because the property had a granny annexe.

How we helped

We reviewed the proposed purchase and the property and concluded that Stamp Duty Land Tax (SDLT) was incorrect and should be reduced by £68,000 instead.

The result

HMRC approved the SDLT return, saving £73,000.

Next Step

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