Capital Gains Tax (CGT)

Selling or gifting assets can trigger Capital Gains Tax (CGT), but with the right advice and planning, you can manage or reduce your tax exposure. Our experienced tax specialists help you understand your liabilities, make informed decisions, and ensure your transactions are structured efficiently.

Meeting with a client

Understanding and managing your CGT

Capital Gains Tax can apply to a wide range of assets, from property and investments to business sales and inheritances. We’ll help you navigate the rules, calculate your potential liability, and plan ahead to make the most of available reliefs and exemptions.

How our capital gains tax services will benefit you

At Forrester Boyd, we provide clear, strategic CGT advice tailored to your individual circumstances. Whether you’re selling property, disposing of shares, or restructuring your business, we’ll help you make tax-efficient decisions that protect your wealth.

1

CGT Planning and Advice

We analyse your situation and provide practical guidance on minimising CGT liabilities before you dispose of an asset - helping you plan the timing and structure of sales effectively.

2

Property and Investment Gains

Our team advises on residential and commercial property disposals, second homes, and investment portfolios, ensuring you make the most of private residence reliefs and allowances.

3

Business and Entrepreneur Reliefs

We assist business owners in understanding and applying Business Asset Disposal Relief (formerly Entrepreneurs’ Relief), helping you achieve significant tax savings when selling or passing on your business.

Plan smarter for your next sale or transfer

Specialist support for every situation

CGT can be complex, especially where multiple assets, trusts, or cross-generational planning are involved.

We take a joined-up approach, working with your accountants, solicitors, and financial advisers to ensure your strategy is fully aligned.

Our specialists keep up to date with the latest legislation and HMRC changes so you can have complete confidence in the advice you receive.

We can help with:

Residential and commercial property disposals

Business and share sales

Transfers of assets between family members

Inheritance and trust-related CGT issues

Record keeping and HMRC reporting

Annual exemption and loss relief management

More than just compliance

We believe effective CGT planning is about more than simply meeting tax obligations, it’s about keeping more of what you’ve earned.

Our advice helps you achieve financial efficiency, preserve wealth, and plan confidently for the future.

With our proactive and personal approach, you can be sure that every decision you make is supported by sound tax insight and practical solutions.

Reduced tax exposure on asset sales

Better understanding of complex tax rules

Confidence in future financial planning

Frequently asked questions

We’ve answered some of the most common questions about Capital Gains Tax, but we’d be happy to discuss your specific situation in more detail.

Further reading

Payroll processing & advice
+3

Payroll complications for spring

Headshot of Toni Beecroft

by Toni Beecroft

March 24th, 2026

by Matthew Robinson

March 24th, 2026

We can also help with a variety of other services that could benefit you...