Capital Gains Tax (CGT) is often triggered when an asset is sold at a profit but it can also come into play on gifts, transfers and even asset swaps.
Our tax expertise in this area means we are able to help you understand the rules and, importantly, the reliefs and exemptions available. We can break these down for your situation and talk you through the complicated aspects, along with preparing what-if calculations and quantifying the tax payable.
Nobody likes a surprise tax bill and with our help and guidance, these surprises can be avoided.
“We strive to provide best in class service to ensure our clients comply with all necessary tax legislation whilst helping to deliver bespoke solutions to improve their overall tax-efficiency”
We can help you:
- Understand how best to own assets to maximise the reliefs between a husband and wife or across a family, including in divorce matters
- Plan how and when to make a sale or gift, making best use of losses, allowances, reliefs and exemptions available
- Establish share valuation and business valuations
- Review whether you need to report a disposal and when and how to do so, along with preparing your tax return or any non-resident CGT return (as applicable)
- Obtain HMRC’s approval to any valuation aspects for certainty on the tax payable ahead of when it is due and to reduce the risk of a tax investigation
We also offer expert tax advice on maximising Entrepreneurs’ Relief and Rollover Relief, whilst steering you away from the common pitfalls.
Although the reliefs can be generous, it is important to carefully review your position to ensure the conditions are met.
Other tax services
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When we work together, you achieve more.
Get all the expertise you need – all in one place. Instead of spending your time piecing together siloed advice from a range of advisors, you can put our end-to-end solutions into action and start getting results. Are you ready to reveal new opportunities together? Let’s talk.
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Our award-winning tax team deliver expert advice for private clients and businesses. Whatever your tax challenge – they’re dedicated to keeping you fully HMRC compliant and tax-efficient.
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Choose an accountant that offers more than just accurate numbers. Our in-house accountancy team will not only deliver all of your internal accounting requirements – they’ll help you spot new opportunities too.
Find out moreFinancial
Our independent financial advisors deliver bespoke, unbiased, honest and clear financial advice. From retirement planning to tax-efficient investments – they’ll help you make more of your money and plan for the future.
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Our expert lawyers deliver pragmatic legal advice that’s easy to action. Specialising in corporate, commercial, M&A, non-contentious employment advice and GDPR compliance – whatever your challenge, they’ll help you find opportunity in it.
Find out moreTALK TO OUR EXPERTS
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Want to grow your business? Our team of business advisors have decades of tried and tested entrepreneurial experience. They’ll work alongside you, removing barriers to growth and solving your challenges.
Find out moreRecruitment
Fusion Recruitment’s purpose is to provide ambitious and growth SMEs with access to the Finance, Business and Operations expertise they need at every stage in their business lifecycle.
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Fusion International Tax Club connects independent tax advisors from across the globe. If you want to benefit from an exclusive boutique network of international tax expertise and opportunity at your fingertips, join us.
Find out more360° Advisory
When we work together, you achieve more.
Get all the expertise you need – all in one place. Instead of spending your time piecing together siloed advice from a range of advisors, you can put our end-to-end solutions into action and start getting results. Are you ready to reveal new opportunities together? Let’s talk.
360° Advisory
When we work together, you achieve more.
Get all the expertise you need – all in one place. Instead of spending your time piecing together siloed advice from a range of advisors, you can put our end-to-end solutions into action and start getting results. Are you ready to reveal new opportunities together? Let’s talk.
