Capital Gains Tax planning

If you are considering selling or giving away an asset that has increased in value, Capital Gains Tax (CGT) may apply to any profits you make. However, with careful planning and expert guidance, you can benefit from a range of CGT reliefs and allowances.

Our CGT advisers have many years’ experience in assisting clients with their personal tax affairs. We can help you navigate the rules of CGT and minimise the tax burden when you sell or gift any significant assets liable for CGT, including properties, shares, and businesses. By using our CGT planning service, you could make considerable savings in the long run.

Expert Capital Gains Tax advice in Wiltshire

CGT is chargeable on the sum of gains and losses accrued in any tax year. While everyday items generally qualify for a CGT exemption, the allowances and reliefs available to individuals parting with assets liable for CGT have changed over the years, so it is well worth seeking advice before making any decisions.

Timing can be critical when it comes to selling or disposing of an asset. Our expert CGT advice covers many areas, including:

  • Principal Private Residence Relief
  • Roll-over relief
  • Business Asset Disposal Relief (formerly known as Entrepreneurs’ relief)
  • Gift relief
  • Reinvestment relief

Comprehensive CGT planning

By enlisting our help early on, you can ensure that your financial plans for the future are as tax efficient as possible. Once we have a clear picture of your financial situation, we can advise you how to manage certain transactions or stagger them accordingly, allowing you to minimise or completely eliminate the CGT burden.

Contact us

David Owen is a partner-led accountancy firm with offices in Devizes and Marlborough. We offer a wide range of personal tax services, including Capital Gains Tax planning. To find out how we can help you, please get in touch.

Michael Buckland Partner - FCA DChA
Andrew Coombes Partner - FCCA
Rachel Atkins
Rachel Atkins Partner - BSc FCA
Julian Pocock Partner - BMedSc FCA CTA
Joe Bunton Partner - ACA

What our clients say about us

After some quite extraordinary detective work on Hannah’s part to get to the bottom of a tax problem, I am writing to commend her work to you in every regard. She has been incredibly patient, helpful and professional and our business could not be in better hands. She is a credit to your firm.
Mrs Lovell
I’ve been with David Owen for over 10 years. From the start, Andrew has taken the time to understand my business and goals. I’ve always received great customer service and management advice to help me maximise my business.  I highly recommend David Owen.
Phil Rossiter, Managing Director, Avon Trophies

Get in touch

Choosing the right accountant to help you with your finances is an important decision. We understand this and take the time to talk through our approach so you can decide whether we are the right partner for you.

Please contact us for a free, no-obligation initial conversation.