Capital Gains Tax Consultants in the UK

Capital Gains Tax Services

Navigating Capital Gains Tax (CGT) in the UK requires expert capital gains tax advice. Whether you’re an individual selling property, a business owner looking to optimise your investments or an expatriate with cross-border assets, we provide comprehensive Capital gains tax guidance for property investors, CGT for landlords, and more, tailored to your needs.

With new adjustments introduced in the 2024 Autumn Budget, it’s crucial to plan your CGT liabilities effectively. At Bold Rose Accountants, we are dedicated to helping you maximise exemptions, reduce liabilities, and stay compliant with HMRC using our professional capital gains tax advice.

CGT Services

CGT Calculation & Compliance

Our team ensures accurate CGT calculations based on up-to-date rules and individual financial circumstances.

  • Precise Calculation of Gains: We calculate gains on disposals, taking into account allowable deductions and specific asset types.
  • Timely Filing and Compliance: With HMRC’s strict reporting requirements, such as the 60-day rule for residential property disposals, we help you stay compliant by preparing and filing your CGT returns accurately and on time.

CGT Services

Strategic Tax Planning for Capital Gains Tax

For those planning future asset disposals or re-investments, our professional capital gains tax advice services are designed to help you reduce your CGT liabilities.

  • Asset Disposals: We guide you on the optimal timing for tax-efficient asset sales, taking advantage of any available allowances or rate changes introduced in the latest tax updates.
  • Investment and Wealth Management: For clients with complex portfolios, our advisors develop strategies for capital gains tax for high-net-worth individuals to minimise CGT while enhancing long-term wealth growth.

CGT Services

Exemptions & Reliefs Advisory

Taking full advantage of exemptions for capital gains tax and reliefs can significantly reduce your tax burden.

  • Annual Exempt Amount and Exemptions: For the 2024/25 tax year, CGT thresholds and exemptions have been updated with ways to reduce capital gains tax. We work with you to ensure you maximise these allowances, reducing taxable gains on eligible assets.
  • Private Residence Relief: For property owners, we ensure that all reliefs, like the Private Residence Relief for your main home and savings on capital gains tax on second home, are accurately applied.
  • Business Asset Disposal Relief (BADR): For business owners planning to sell, transfer, or close their business, we help structure transactions to make the most of Business Asset Disposal Relief through our business capital gains tax planning.

CGT Services

Property CGT Advice

For property investors, landlords, and those owning second homes, we offer property-specific CGT services to help you manage and optimise property-related taxes.

  • Residential and Investment Properties: The Autumn Budget 2024 has further clarified capital gains tax on property rules for second homes and buy-to-let investments. Our team assists you with capital gains tax guidance for property investors in staying compliant while reducing your tax liabilities.
  • Inheritance and Gifting: Transferring property within families or through inheritance brings its own CGT implications. We provide tax-efficient planning for gifts and capital gains tax on inherited property to help families preserve more wealth.

CGT Services

Business and Corporate CGT Services

CGT for businesses can be complex. We offer comprehensive support to business owners and investors.

  • Business Disposal and Succession Planning: If you’re considering selling your business or passing it on, we help you plan for tax-efficient exits that minimise CGT impact.
  • Shares and Investments: We advise on the sale of shares and other business assets with capital gains tax advice for investors, ensuring that any reliefs, such as the updated thresholds for Business Asset Disposal Relief in 2024, are fully utilised.

CGT Services

Capital Gains Tax for Non-Residents and Cross-Border Investors

For non-residents and those with international assets, we offer specialist advice tailored to cross-border tax scenarios.

  • UK Property Sales by Non-Residents: Non-UK residents face CGT obligations on UK property. We guide you through the complex reporting and payment rules to ensure compliance.
  • Expat and Non-Domicile CGT Planning: For UK residents who are non-domiciled, we provide strategies that align with the remittance basis of taxation, addressing offshore gains and remittances in line with HMRC rules.

CGT Services

HMRC Disputes and Enquiries

If you’re facing a CGT enquiry or dispute, we offer professional support to represent your case and resolve issues.

  • HMRC Enquiry Support: We assist in managing CGT enquiries, gathering evidence, and preparing responses to address HMRC’s questions.
  • Dispute Resolution: Our advisors negotiate with HMRC on your behalf, seeking fair outcomes in case of CGT disputes or appeals.

Who We Help

No matter the complexity of your assets, Bold Rose Accountants’ team is here to help you create a strategy that preserves your wealth.

house
Individuals and Families

For individuals selling property, transferring assets, or looking to preserve wealth, we provide expert guidance to help you make the most of available allowances and exemptions.

location_city
Landlords and Property Investors

Property ownership carries unique CGT obligations, especially after recent updates in the Autumn Budget 2024. We work with landlords, property investors, and second-home owners to plan, report, and reduce CGT on residential and commercial properties.

business
Business Owners and Entrepreneurs

Selling a business or shares in a company can incur significant CGT. We assist business owners with tax-efficient exit strategies, ensuring you utilize reliefs like Business Asset Disposal Relief (BADR) while maximizing gains.

connecting_airports
Expatriates and Non-Residents

For non-UK residents with UK assets or UK residents with overseas investments, we offer cross-border tax expertise to manage CGT obligations in multiple jurisdictions.

account_balance
High-Net-Worth Individuals and Investors

If you have a diversified investment portfolio, our team provides personalized CGT strategies to enhance tax efficiency, helping you maximize returns while reducing tax liabilities.