Capital Gains Tax Planning

Whether you are selling, gifting, or exchanging assets we offer Capital Gains tax advice and planning to mitigate the tax impact on your personal and business assets.

You may be considering selling or gifting assets to family members, individuals, companies, or trusts, or undertaking a business reorganisation so understanding the potential tax liabilities and reliefs which may be available is key.

Understanding the implications of gifts to individuals, a trust or a company
Considering the implications of a sale of assets to include your business, investments (including cryptocurrency) or property and land
Reviewing the ownership of assets between family members prior to a sale or gift to maximise opportunities
Reviewing the potential tax reliefs available to ensure you meet the criteria for relief alongside advising on improvements
Advising on non-UK assets and structures, considering double tax relief available and reporting obligations

Advice on maximising Business Asset Disposal Relief, Investors Relief, Rollover Relief, Holdover Reliefs and Main Residence Relief
Advice of the optimum ownership of assets and the timing of realising gains and losses
Advice on the tax benefits of using Venture Capital Investment reliefs
Business sale or asset disposal structuring advice
Advising on the interaction with Inheritance tax on disposals
Considering the UK and overseas tax position on the disposal of non-UK property or the disposal of UK property by a non-UK resident
Advising on trustees disposal or distribution of assets
Distributions from non-residence offshore trusts

Meet some of the Private Client Services Team