Effective capital gains tax planning is essential to protecting your wealth and maximising the value of your assets. With UK CGT rules frequently changing, proactive planning—not reactive compliance—is key to reducing liabilities and avoiding unexpected tax costs when selling property, shares, or other investments.

As a specialist accounting firm, we provide tailored capital gains tax advice designed around your financial goals. Our approach is practical, commercially focused, and aimed at delivering measurable tax efficiencies while keeping you fully compliant with HMRC regulations.

Our experienced advisers work closely with you to identify opportunities, manage risk, and implement strategies to reduce your CGT exposure and enhance your overall financial position.

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Understanding Capital Gains Tax

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CGT is generally charged on the profit made when you sell or dispose of an asset, such as property, shares, or business interests. While certain exemptions and reliefs may apply, the rules are complex and can be easy to overlook.
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CGT Planning – What We Advise On

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We help individuals and families plan effectively by advising on:
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• Structuring disposals to make the most of exemptions and reliefs
• Use of trusts and family arrangements to manage CGT liability
• Business Asset Disposal Relief (formerly Entrepreneurs’ Relief)
• Planning property sales and investment disposals
• Reviewing portfolios to manage future CGT exposure
• Timing asset sales to optimise tax efficiency

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CGT & Asset Management

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CGT can arise unexpectedly, particularly when disposing of high-value or complex assets. We provide support with:
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• Calculating potential CGT liabilities accurately
• Preparing and submitting CGT returns
• Advising on payment deadlines and instalment options
• Liaising with HMRC on CGT matters
• Supporting individuals during significant asset disposals or portfolio restructuring

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How We Help

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We provide bespoke capital gains tax planning services, including:

• CGT planning for property sales, including primary residences, investment properties, and portfolios
• CGT planning for shares, investments, and business disposals
• Utilising available reliefs, exemptions, and allowances to reduce liabilities
• Structuring transactions to optimise tax efficiency
• Ongoing reviews to ensure planning remains effective as rules and circumstances change

Our advice is always tailored, practical, and aligned with both short-term transactions and long-term wealth objectives.