Capital gains and inheritance tax

It’s all too easy to fall into the capital gains tax (CGT) trap, while soaring house prices means inheritance tax is catching an increasing number of people off-guard. Working with a professional will help you understand how these taxes work and give you more control over your finances.

We’ll offer straightforward, expert advice on how to handle sales and disposals of your assets, helping you make full use of the CGT allowance and reduce your tax burden. It’s important to stay compliant, so we’ll also manage your calculations and ensure you report and pay your CGT bill on time.

Meanwhile, we’ll determine if you’ll be liable for inheritance tax and draw up a strategy to reduce the bill for your loved ones when you’re gone. With careful planning, we can make your estate more tax efficient and safeguard your finances for the next generation.

CGT and inheritance tax s often interact, so we’ll help you make the most out of lifetime gifts to maximise your savings and limit your overall tax burden. CGT and inheritance tax can be particularly tricky to navigate, but with our help, you’ll know where you stand.