Capital Gains Tax – Planning & Reporting

In our experience, individuals often assume that they can sell (or give away) an asset without any tax implications or reporting requirements.  Sadly, more often than not, this is not the case unless you’ve determined whether any of the following valuable tax reliefs are available to reduce or postpone your Capital Gains Tax (CGT) liability:

  • Rollover Relief
  • Holdover Relief
  • Private Residence Relief (PRR)
  • Business Asset Disposal Relief (formally Entrepreneurs’ Relief)
  • EIS and SEIS deferral and exemption

Different rates of CGT apply depending on the type of asset being disposed of and your income levels. There are a variety reliefs available which may reduce the tax payable.

It is important to take advice before you dispose of an asset; please speak to us in advance to discuss eligible tax reliefs and to understand how your transaction will be treated for CGT purposes.

Disposals of residential property require a report to be made, and any tax due to be paid, to HMRC within 60 days of completion.  We can help with your reporting obligations and ensure any available reliefs are maximised.

Looking for a specialist tax adviser in Cambridge?

Estate Planning & Inheritance Tax

Minimise your IHT exposure, protect your inheritance

Property Taxes

Full range of Property Taxation services

Trusts

Advice on setting up and managing trust funds

Planning for Retirement

Let us assist you with adjusting your finances

Capital Gains Tax

Come to us for comprehensive advice on CGT liabilities

Residence & Domicile

We help with tax issues relating to residence

Tax Returns

Our team take care of all of your tax returns 

What our clients say

CKLG provided expert tax advice during the sale of my company. Their combination of professional knowledge and top-notch communication was a tremendous help during what at times felt like a daunting process. I’d highly recommend them.

James Chambers - Founder, Boords

Get in touch

Phone

Find Us

9 Quy Court, Colliers Lane, Stow-cum-Quy, Cambridge, CB25 9AU