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Capital Gains Tax

Capital Gains Tax (CGT) is a highly complex area with detailed rules around gains, exemptions, and reliefs that vary based on the type of asset. At Veritas, we provide expert guidance to help you manage your CGT obligations effectively, ensuring accurate calculations and timely submissions to HMRC. Whether you’re selling property, shares, or other assets, we’re here to simplify the process and mitigate your tax exposure.

  • Navigating CGT with Clarity and Confidence

    Understanding the rules and obligations associated with CGT is essential when disposing of valuable assets. Our dedicated CGT services focus on helping you make the most of the available exemptions, reliefs, and allowances. We offer comprehensive support to help manage and mitigate your tax exposure on a variety of chargeable assets.

    If you’re selling assets such as property or shares, we can help you understand the tax implications, reporting requirements, and payment deadlines, as well as apply any relevant reliefs to reduce your CGT liability.

  • Our Services

    Our services encompass various aspects of Capital Gains Tax management, from calculating liabilities and preparing returns to exploring tax-saving opportunities:

    CGT Liability & Returns: We provide accurate calculations of taxable gains, prepare and submit the necessary returns and inform you of any payments due.

    Tax Planning: Our team can explore opportunities for optimising your tax position by utilising available exemptions, reliefs, deferrals, and allowances where applicable.

    Property Sales: When selling UK residential property, taxpayers must report chargeable gains within 60 days of completion using HMRC’s online service. Our team of experts can guide you through these requirements, accurately preparing your CGT calculations, handling any submissions and informing you of any payments due.

    Annual Exemptions and Reliefs: We help you utilise your annual CGT exemption and apply relevant reliefs, such as Principal Private Residence Relief and Business Asset Disposal Relief, to reduce or eliminate your CGT liability.

  • Ready to Get Started?

    If you’re looking for reliable expertise with a down-to-earth approach, we’re here for you. Let’s start with a conversation—contact us today to discuss how we can help you achieve your goals.

Here’s how to get started

Icon of a calendar with a green checkmark, representing Step 1: Pick a time for scheduling an appointment or consultation.

Pick a time

Schedule a free consultation either in person or virtually, at a time that suits you. This helps us understand your goals and tailor our approach from the start.

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Chat with an advisor

Chat with an advisor who will get to know your needs and clearly outline our services, empowering you to make informed decisions with confidence.

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Fixed fee quote

Once we’re up to speed, we’ll provide a clear, fixed monthly quote for our core services, so you’ll know exactly what to expect each month.

We’re here to help

Contact us today to find out more about how we can help you.

Our Approach to Client Success

We believe that great service starts with understanding. We take the time to learn about your unique circumstances, allowing us to provide personalised, jargon-free advice that supports your specific goals.

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Tailored Solutions

We don’t take a one-size-fits-all approach. Our services are tailored to meet your unique needs and goals, aligning our guidance with what matters most to you.

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Clear Communication

We simplify complex financial matters, providing clear explanations so you're informed and empowered to make confident decisions - without the jargon.

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Proactive Advice

We go beyond compliance. Our proactive approach identifies opportunities and challenges early, helping you keep ahead in an ever-changing financial landscape.

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Long-Term Relationships

We’re committed to lasting partnerships based on trust and expertise. We’re not just here for a transaction; we’re here to support you at every stage of your journey.