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Capital Gains, Inheritance Tax Planning


Capital Gains Tax


Capital Gains Tax is chargeable on asset disposals; however, there are a number of ways to mitigate gains and the tax payable on them with careful planning.


We can advise on the Capital Gains Tax implications of:


- Disposals of quoted and unquoted shares
- Transfer of capital gains between spouses
- Transfer of assets on divorce or separation
- Sale and gifts of assets
- Tax relief on gifts to individuals and trusts
- Sale of business and entrepreneurs’ relief on business assets


It is very important to keep a record of acquisitions and disposals of assets and any related expenses that will help you to work out the gain or loss and support your tax return submission.


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Inheritance Tax Planning


Inheritance tax can cost loved ones hundreds of thousands in the event of your death, yet it's possible to legally avoid huge swathes of it, or possibly pay none at all.


The most important thing to do is to examine whether you’ll pay inheritance tax and what to do about it; and this is where we can help you determine your tax position and work with you to provide the best way to preserve your estate and ensure you have enough money to live an enjoyable life.




Retirement is not easy. When one has completed the initial appreciation of the non-working routine, having completed all the jobs lined up for the day then one has to determine how your future life is to be enjoyed. To ensure that it is enjoyed, one must prepare not only physically and emotionally but also financially.

To do the latter it is helpful to start at least five years before retirement to determine one’s likely expenditure and at least 20 years before to attempt to save enough for that occasion.

We can offer advice and direction in planning for an enjoyable retirement. Please contact us to discuss your requirements in strict confidence.


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