We are Capital Gains Tax experts
Capital Gains Tax (CGT) is a tax on the profit made when you sell or dispose of an asset that has increased in value. In the UK, CGT can apply to individuals, landlords, investors, and business owners who dispose of property, shares, business assets, or other chargeable items. With recent changes to allowances, reporting deadlines, and the introduction of 60-day reporting rules for UK property sales, the need for expert CGT advice has never been greater. Proper planning and accurate reporting can help minimise liabilities and ensure full compliance with HMRC requirements.
We specialise in helping director owned limited companies and sole traders navigate the CGT system minimising their tax liability within the limitations of the law.
Our Capital Gains Rax advisory service
- Your own dedicated tax advisor with unlimited support and low fixed fees
- Detailed review of your income, assets value to determine circumstances
- Identifying all applicable tax deductions (such as professional fees)
- Assessing eligibility for CGT reliefs and exemptions
- Reviewing any previous years’ losses to reduce your CGT bill
- Guidance on asset ownership to optimise relief within a family
Request a call back
Request a call back by completing the form below, or start chatting to our team on WhatsApp.
What are the challenges of Capital Gains Tax?
Calculating and reporting CGT can be complex, especially when multiple assets, reliefs, or historic records are involved. Common challenges include:
- Understanding what is taxable – Many individuals are unsure which transactions are subject to CGT, such as gifting assets, selling inherited property, or disposing of business shares.
- Record-keeping difficulties – Accurate historic cost records, improvement costs, and transaction details are often incomplete or missing.
- Short reporting deadlines – The disposal of UK residential property must be reported to HMRC within 60 days, or penalties may apply.
- Applying reliefs & allowances – Making the most of reliefs such as Private Residence Relief, Business Asset Disposal Relief (formerly Entrepreneurs’ Relief), or Investor Relief requires careful planning.
- Joint ownership or inherited assets – Calculating gains from jointly owned, gifted, or inherited assets can be technically complex and time-sensitive.
- Tax planning for future disposals – Without proactive advice, individuals and business owners may face higher CGT bills than necessary.
How do we meet these challenges?
Our expertise in CGT provide tailored support to help limited companies, sole traders, and individuals calculate gains, make timely disclosures, and reduce tax liabilities where possible.
- CGT calculations for property & asset disposals – Accurately calculating capital gains on UK and overseas property, shares, cryptoassets, and business assets.
- 60-day property reporting – Preparing and submitting 60-day CGT returns for UK residential property sales, ensuring compliance with HMRC deadlines.
- Advice on available reliefs – Identifying and applying relevant reliefs such as Private Residence Relief, Lettings Relief, Business Asset Disposal Relief, or Rollover Relief.
- Pre-sale planning & structuring: Offering proactive advice before a disposal to minimise tax liabilities and improve overall tax efficiency.
- Record review & cost base reconstruction: Helping clients retrieve and compile historic data to accurately calculate acquisition and enhancement costs.
- CGT on gifts & inherited assets – Providing guidance on deemed disposals, market value assessments, and reporting obligations.
- Annual exemption & spouse planning – Advising on how to make full use of annual allowances and joint ownership opportunities to reduce CGT exposure.
- HMRC correspondence & dispute support – Liaising with HMRC on your behalf in the event of queries, reviews, or errors in past filings.