Capital Gains Tax Planning

Selling business assets, investments or property can result in Capital Gains Tax (CGT) liabilities. Proper planning before a disposal can often reduce the amount of tax payable.

We provide advice before transactions take place to ensure available reliefs and exemptions are fully considered.

Our services include:

  • Capital Gains Tax calculations
  • Disposal planning
  • Business Asset Disposal Relief (where applicable)
  • Gift relief considerations
  • Hold-over relief planning
  • Share disposal planning
  • Property disposal planning
  • Investment portfolio planning
  • Timing of disposals
  • Utilising available exemptions and reliefs

Early planning allows transactions to be structured efficiently, helping to reduce unnecessary tax costs while supporting your wider financial objectives.