Capital Gains Tax Planning

Our advisors can consider your exposure to capital gains tax on the profits on the sale of buy to let houses, second homes, commercial property, businesses, shares and any other investments or assets.  We also act for a large number of Private Equity Executives and specialise in the taxation of Carried Interest.

If you have disposed of an asset or a sale or gift is being considered, we can offer CGT planning advice to mitigate your exposure to tax or we can simply calculate your tax exposure for you so that you are aware of your net position.

Where appropriate, our advice will seek to ensure:

• All available deductions are made when calculating your gain

• You are made aware of all tax deferral opportunities e.g. Enterprise Investment Scheme and similar opportunities

• All planning opportunities to maximise Business Asset Disposal Relief and Investors Relief are considered

• Assets are valued appropriately for CGT purposes e.g. shares in a private company or transactions with connected persons

• Holdover relief is claimed for gifts of certain assets

• Rollover relief is claimed for the replacement of business assets

• Relief is claimed for assets of negligible value

• Relief is claimed for losses on disposals of assets and on certain loans

• Main residence relief and lettings relief are claimed as appropriate following the disposal of your principal private residence.

If you require our assistance with CGT planning please contact us by completing the form at the bottom of this page.