Tax2 min read
Capital Gains Tax returns & planning
When you dispose of assets such as property, shares or 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
What’s covered
Calculate gains or losses after allowable costs, reliefs and exemptions
Prepare and submit CGT returns in line with HMRC rules
Provide planning advice (e.g. timing disposals, use of allowances, reliefs)
Advise on interactions with other taxes (Income Tax, Inheritance Tax)
Liaise with HMRC on CGT enquiries or reviews
Integrate CGT planning into your long-term wealth or estate strategy
Who it’s for
Who it’s ideal for
- Property owners disposing of second homes or investment properties
- Investors selling shares, funds or other assets
- Individuals needing to report gains or losses
See everyone we help.
Why it matters
Why it matters
- Avoid penalties for late or under-reported disposals
- Make informed decisions about when and how to sell assets
- Potentially reduce your CGT liability through legal reliefs and timing
- Keep your personal finances aligned with your goals
How it works
How it works
Book a free consultation
Face-to-face, by video call or remote support: whatever suits you.
Get a clear quote
Clear, fair quotes, with fixed fee options where possible. No surprise bills.
We calculate and report
We collate your costs, calculate the gain, prepare your CGT return and liaise with HMRC.
Further reading
From our blog
Selling property, shares or investments?
Contact us to run a CGT review and explore your options before disposing of assets.