Capital Gains Tax

Capital Gains Tax Planning

If you are thinking of disposing of an asset, it is important to understand any reliefs and exemptions that may be available to you and how much capital gains tax may be due upon any disposal.

As with most taxes, there are numerous exemptions and reliefs available across the different asset classes, most of which are complex and require specialist advice.

Our team help to identify and capitalise on any reliefs available to you ensuring you are paying the right amount of tax. We also assist with reporting the capital gain or loss on your tax return along with any other notifications that may be required.

For tax planning purposes we help you to understand your current exposure to capital gains tax and look at any efficiencies that can be made. This understanding will help with longer term decision making such as knowing the right time to sell an asset.

Whether you are selling property, shares or a business, our team will guide you through the process and the tax implications of your transaction.

How Can We Help?

  • Completing a detailed fact find to fully understand your asset position.

  • Reviewing your current position and current exposure to capital gains tax.

  • Identifying any reliefs and exemptions that may be available to you.

  • Communicating any efficiencies, including writing a full report if necessary on how to restructure the ownership position.

  • Assisting with calculations and reporting when a disposal is made.

  • Reviewing and agreeing your capital gains tax position and making it clear when any liabilities fall due.

Knowledge & Experience

No matter how straightforward or complex your requirements may be, our team has the skills, knowledge and experience to help you and your business.

We have a proven record of helping our clients achieve their goals through our pro-active approach to tax planning. To see examples of how we have helped our clients, please take a look at our case studies.

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