Capital Gains Tax (CGT) Returns & Planning
When you dispose of assets — property, shares, investments — you may owe Capital Gains Tax. But with proper planning and timely reporting, you can minimise tax and avoid surprises. We guide you through the process, every step of the way.
What We Do
Calculate gains or losses after allowable costs, reliefs and exemptions
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Prepare and submit CGT returns in line with HMRC rules
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Provide planning advice (e.g. timing disposals, use of allowances, reliefs)
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Advise on interactions with other taxes (income tax, inheritance tax)
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Liaise with HMRC on CGT-specific inquiries or reviews
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Integrate CGT planning into your long-term wealth or estate strategy
Why It Matters
Avoid penalties for late or under-reported disposals
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Make informed decisions about when and how to sell assets
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Potentially reduce CGT liability through legal reliefs and timing
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Achieve better alignment of your personal finance goals
Who It’s Ideal For
Property owners disposing of second homes, investment properties
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Investors selling shares, funds or other assets
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Individuals needing to report gains or losses
