Strategic Capital Gains Tax Reporting & Relief Planning UK

Who Needs Capital Gain Tax Assistance?

Many individuals and businesses benefit from expert guidance:

1. Property Owners and Landlords
   We ensure accurate calculations and timely CGT submissions, especially for disposals of buy-to-let or second homes.

2. Entrepreneurs and Business Owners
   Planning to sell a company or assets? We help reduce your capital gain tax burden with reliefs like Business Asset Disposal Relief.

3. Investors and Shareholders
   From shares to crypto assets, we manage reporting, pooling calculations, and documentation.

4. Non-Residents with UK Assets
   UK capital gains tax rules also apply to non-UK residents. We handle HMRC registration and ensure compliance with international tax treaties.

5. Inheritance or Gift Transfers
   Gifting or inheriting property can trigger capital gain tax. We provide planning strategies to manage liabilities efficiently.

6. High-Net-Worth Individuals
   For those with diverse portfolios, we deliver structured CGT planning using trusts, loss harvesting, and relief optimization.

Our Capital Gain Tax Services Include

1. Calculations, Reporting & Filing

• Full capital gain calculations, including base cost, allowable expenses, and reliefs

• Claiming Private Residence Relief, Business Asset Disposal Relief, and others

• Timely filing of property CGT returns within the 60-day rule

• Integration with self-assessment tax returns

• Documentation collection and review

• Retrospective reviews for accuracy and compliance

2. Strategic CGT Planning

• Timing disposals across tax years to use multiple exemptions

• Spousal transfers to optimize tax allowances

• Offsetting gains with past or current capital losses

• Share disposal planning using Bed & ISA strategies

• Pre-transaction planning for business exits, inheritances, or life events

3. Business Assets & Entrepreneur Relief

• Claim Business Asset Disposal Relief (10% CGT rate on qualifying gains)

• Eligibility checks for directorship, shareholding, and trading status

• Incorporation and Holdover Relief support

• Sale strategy alignment with personal and corporate tax planning

4. Non-Resident CGT Services

• HMRC registration for non-resident UK asset owners

• NRCGT filings within statutory deadlines

• Asset valuation guidance using April 2015 rebasing rules

• Avoiding double taxation through treaty claims

• Annual tax planning for UK-based investments held overseas

5. Gifts and Inheritance CGT Planning

• Holdover Relief claims on gifted business assets

• Valuation and gain assessment at the time of transfer

• Post-death valuations for inherited asset disposals

• CGT reporting and compliance for trusts

6. HMRC Disclosures, Investigations & Appeals

• Representation during HMRC inquiries

• Voluntary disclosures or corrections of previous filings

• Penalty negotiations for genuine mistakes

• Full documentation packs for audits

• Strategic advice for resolving complex CGT disputes

Our Process

• Free Consultation – We assess whether UK capital gains tax applies to your situation

• Tailored Plan – Strategies aligned with your assets and goals

• Calculations & Reliefs – We ensure accurate reporting and maximise reliefs

• Compliance – We file required documents and liaise with HMRC where needed

• Ongoing Support – Guidance before, during, and after transactions

Why Choose Our UK Capital Gains Tax Service?

• In-depth expertise in CGT for property, shares, and businesses

• Transparent pricing with no hidden fees

• Deadline-focused service, especially for property disposals

• Relief-maximising strategies to reduce your tax burden

• Confidential, compliant, and audit-ready documentation

Need Help with Your Capital Gain Tax Responsibilities?

Whether you’re disposing of real estate, selling shares, or planning to transfer business assets, our tax specialists help ensure you stay compliant, avoid surprises, and make informed, tax-smart decisions.

Book a Free Consultation Today
Fill out the contact form on this page and get expert support for your capital gain tax obligations—speak with our CGT advisors and take the next step toward smarter tax planning.