Capital Gains Tax (CGT)

Looking for an accountant for your Capital Gains Tax (CGT) Services?

At Plan-A, we offer expert Capital Gains Tax (CGT) services to help individuals and businesses manage their tax liabilities efficiently. Whether you’re selling property, investments, or business assets, our services are designed to minimize your CGT exposure and ensure full compliance with HMRC regulations. Here are the key benefits of using Plan-A for your CGT needs.

Capital Gains Tax

Expert CGT Compliance

Capital Gains Tax regulations can be complex, particularly when dealing with multiple assets or transactions over different tax years. Plan-A ensures your CGT calculations are accurate and that all necessary filings are completed on time, avoiding any penalties from HMRC.

Accurate calculation and reporting of capital gains

Ensuring compliance with HMRC deadlines and regulations

Handling CGT filings for property, investments, and business sales

Tax Planning to Minimize CGT

We take a proactive approach to CGT planning, identifying strategies to help you reduce your tax liabilities. Plan-A provides personalized tax planning services, ensuring that you make the most of all available reliefs, exemptions, and allowances.

Maximizing use of the Annual CGT Exemption

Advice on deferring or spreading gains to reduce tax liabilities

Guidance on transferring assets between spouses to minimize CGT

Property Sales and Capital Gains

Selling a second home, rental property, or other real estate can lead to significant CGT liabilities. Plan-A helps you navigate the tax rules surrounding property sales and assists you in claiming available reliefs, such as Private Residence Relief or Lettings Relief.

Optimizing CGT for the sale of rental properties and second homes

Claiming Private Residence Relief for primary homes

Guidance on Lettings Relief for landlords selling rental properties

Inheritance and Gifting Strategies

Plan-A provides advice on the CGT implications of gifting assets or passing on wealth to the next generation. We help you structure gifts in a way that reduces CGT liabilities, ensuring that you can pass on more of your wealth to your beneficiaries.

Advising on CGT-free gifting strategies

Structuring gifts to spouses, children, or trusts to minimize tax

Navigating CGT in conjunction with Inheritance Tax (IHT) planning

Plan-A

Why Choose Plan-A?

Plan-A’s Capital Gains Tax services are designed to help you manage your CGT liabilities efficiently and effectively, whether you’re selling property, investments, or business assets. From personalized tax planning to ensuring full compliance with HMRC, we provide the expertise you need to minimize your CGT exposure and maximize your financial returns.