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For individuals and families

Capital gains tax

Clear advice before you sell property, shares or a business, so there are no unwelcome surprises.

How we help

The time to think about capital gains tax is before you sell. We help you understand the likely tax, the reliefs you may be able to claim and the reporting deadlines that apply. For business owners, this sits naturally alongside exit planning.

  • Advice ahead of selling property, shares or a business
  • Business Asset Disposal Relief and other reliefs
  • 60-day UK property reporting
  • Gifts and transfers between family members
  • Calculating and reporting gains on your tax return

Who it is for

Individuals, landlords, investors and business owners planning a sale.

How it works

  • An initial conversation. We learn about you, your plans and what you need from us.
  • A clear proposal. We set out the scope of work in writing and agree it with you before anything starts.
  • Ongoing support. A named contact, agreed deadlines and regular check-ins.

Common questions

Can you take over from my current accountant?

Yes. We contact your current adviser for the information we need and handle the handover for you.

Do we need to meet in person?

Not unless you want to. Many clients work with us by video call and secure document sharing.

How do you charge?

We agree the scope with you in writing before any work starts, so there are no surprises.

Let's talk

Tell us where the business is and where you want it to be

An initial conversation is the easiest place to start. We will listen, ask a few questions and tell you plainly whether and how we can help.