Capital Gains Tax Planning

David Owen & Co Capital Gains Tax Planning Team is knowledgeable and experienced in the use of capital gains tax. This enables you to minimise the tax burden when you sell or give away any significant assets that have increased in value i.e. properties, shares and businesses.

Whilst everyday items are generally excluded, the allowances and reliefs that can be claimed have changed over the years, so it can often help to seek advice before disposing of an asset as the timing can be critical. By taking the time to understand your current situation, we can help to “manage” certain transactions or spread them over time, allowing you to minimise, or even eliminate the tax burden.

Our capital gains tax planning services include:

  • Doubling your CGT allowance by transferring an asset into joint names if married or in a civil partnership
  • Making the most of the Principal Private Residence relief
  • Making full use of Capital Gains reliefs on transfers and disposals of businesses including the use of entrepreneurs’ relief
  • Making full use of ISAs, PEPs or UK government gilts (bonds)
  • Sheltering gains on other assets
  • Undertaking overseas planning for non-UK resident and non-UK domiciled individuals

We specialise in
  • Agriculture

    Farming and rural businesses continue to face a variety of challenges in what is a rapidly changing industry. Our specialist team of agricultural accountancy experts deliver trusted support to increase your profitability and minimise your tax liabilities.

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  • Charities

    With a wealth of charity clients, our specialist team of charity accountants is fully up-to-date with changes in accounting, tax and other legislation which affects charitable organisations, ensuring operational effectiveness and a positive impact on your beneficiaries.

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  • Legal

    With increasing amounts of rules, regulations and legislation, our specialist team provide tailored and added value accountancy services to the legal services sector, to help you maximise tax savings, promote growth and remain compliant.

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  • Academies

    With increasing numbers of schools converting to academies, our specialist knowledge and experience ensure that academies can confidently meet their new challenges and regulatory responsibilities, and are encouraged to grow and develop in an efficient way.

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Registered to carry on audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales