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Capital Gains Tax Planning

The level of tax payable on gains arising on the sale of capital assets (such as shares, financial investments, property & business assets) has risen significantly to a top rate of 28% for higher rate tax payers. Our capital gains tax (CGT) planning advice will help you maximise returns on your capital and minimise the tax you must pay by ensuring that all available reliefs are utilised and planned for.

Entrepreneurs’ Relief Tax Planning

For business owners, we offer a special capital gains tax planning advisory service (serving Surrey and South London) that’s designed to maximise the benefits of the 10% rate of CGT on the disposal of business assets by utilising entrepreneurs’ relief. This applies for gains up to a maximum value of £10,000,000 and may not require an entire business sale. As entrepreneurs’ relief is based on lifetime gains, we also consider how family members might, through tax planning, also utilise their availability to the relief.

Key questions you should ask to minimise your capital gains tax bill

Before disposing of or purchasing an asset it is important that you consider your options:

  • How is the asset to be owned?
  • How can you structure the transaction to ensure you can take advantage of all available tax reliefs?
  • Can you transfer ownership of the asset prior to a disposal to maximise use of annual exemptions or other reliefs?
  • When is the optimum time to make the disposal or acquisition?
  • Do your particular circumstances afford any tax planning opportunities?

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31 July 2020 - Normally an important deadline!

All taxpayers due to make self-assessment tax payments on 31 July 2020 can now delay their payment due to the disruption caused by Coronavirus. This includes self-employed taxpayers and also company directors who pay self-assessment tax on dividend income.

Read more in our coverage of Coronavirus and business support from the Government.