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Capital Gains and Inheritance Tax

Understand your capital gains tax responsibilities with clear advice tailored to your situation. We help you plan your affairs and manage potential tax liabilities.

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Clear Support Before You Sell, Gift or Pass On Assets

Selling property, shares, investments or business assets can create a Capital Gains Tax responsibility. Gifts, estates and inherited assets may also bring Inheritance Tax questions that need careful attention. AZI Accountant helps you understand the tax position before important decisions are made. We review the asset, its original cost, improvement expenses, ownership details and expected sale or transfer value. This allows us to identify the records required and explain whether any allowances, losses or reliefs may be relevant. For Inheritance Tax matters, we can help you consider the value of an estate, earlier gifts, property, investments and other assets that may need to be included. Our team also supports calculations, reporting and tax returns where required. You receive straightforward advice based on your circumstances, helping you avoid rushed decisions and keep the necessary information ready for HMRC.
  • Understand the Tax Position Early. We review the planned sale, gift or transfer and explain which tax rules may need to be considered.
  • Calculate the Gain Correctly. Purchase costs, selling costs, improvement expenses and other relevant information are reviewed when working out the taxable gain.
  • Check Allowances and Reliefs. We consider available allowances, losses and reliefs that may apply to the asset and your personal circumstances.
  • Meet Property Reporting Dates. We help prepare the information needed when a UK property disposal must be reported within the required time.
  • Keep Gift and Estate Records. Clear records of gifts, dates, values and ownership make future Inheritance Tax calculations easier to manage.

Support for Connected Personal Tax Matters

Capital gains and inheritance matters can be connected with property, investments, gifts and annual tax reporting. We review the wider position, organise the relevant information and help you understand how each responsibility should be handled.
  • Property and Investment Gains
  • Gifts and Estate Planning
  • Tax Calculations and Reporting

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FAQ’s

Capital Gains Tax is charged on the profit made when certain assets are sold, gifted, transferred or otherwise disposed of. The tax normally applies to the gain in value rather than the full amount received.

Capital Gains Tax may apply to property that is not your main home, shares, investments, business assets and valuable personal possessions. The treatment depends on the asset, ownership history and your circumstances.

If tax is due following the sale of UK residential property, the gain may need to be reported and paid within 60 days of completion. Other gains may be reported through Self Assessment or another HMRC service.

Inheritance Tax may apply to the estate of someone who has died. The calculation can include money, property, possessions, certain gifts and interests in trusts. Available allowances and exemptions depend on the estate and the people receiving the assets.

Yes. Some gifts may remain relevant for Inheritance Tax for up to seven years. Exemptions can apply, but the treatment depends on the type, value and date of the gift and whether the person giving it continued to benefit from it.

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Careful Advice for Important Financial Decisions

Practical Support for Gains, Gifts and Estates

Advice Based on Your Circumstances

We review your assets, ownership and plans before explaining the tax points that may be relevant.

Careful Gain Calculations

Original costs, improvements, selling expenses and available records are considered when calculating a gain.

Reliefs Properly Considered

We check whether any allowances, losses or reliefs may reduce the amount of taxable gain.

Let Us Make Your Accounts Feel More Manageable

Whether you are starting a business, managing property, planning ahead or dealing with a tax deadline, a straightforward conversation can help you find the right next step.
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