Expert capital gains tax advice for individuals, investors and business owners
Capital Gains Tax (CGT) is one of the most frequently overlooked aspects of personal and business taxation — until it becomes a costly issue. Whether you’re disposing of shares, selling an investment property, or transferring business assets, understanding your capital gains tax obligations and planning ahead can make a significant difference to the amount of tax you pay.
At Moore South, our team provides expert capital gains tax services tailored to your individual circumstances. We help clients navigate the complex CGT landscape, identify reliefs, calculate liabilities, and structure transactions in the most tax-efficient way.
What is capital gains tax?
Capital Gains Tax is charged on the profit you make when you sell (or ‘dispose of’) certain assets. The most common triggers include:
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Selling residential or commercial property
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Disposing of shares, securities, or other investments
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Transferring business assets
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Gifting assets to others (including family members or trusts)
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Receiving assets from a divorce settlement or inheritance (in certain cases)
CGT is not just about calculating a simple gain or loss. With multiple rates, time-sensitive rules, and limited exemptions, it requires careful planning — especially when disposals cross over multiple tax years or involve complex asset structures.
Why capital gains tax matters more than ever
In recent years, annual CGT exemptions have been frozen and then reduced, meaning that more people are being caught by CGT even on modest disposals. At the same time, UK property — particularly buy-to-let investments — is increasingly being treated as a long-term alternative to pensions. This makes it more important than ever to understand your capital gains tax liabilities and the planning opportunities available.
In addition, HMRC’s rules around reporting and paying CGT have changed significantly. For example, disposals of UK residential property by UIK residents giving rise to taxable gains must now be reported. Failing to comply with this deadline may result in penalties and interest charges — even if the gain was relatively small.
For overseas investors, the rules are even more complex. Non-UK residents are required to report gains on UK property and land — including where ownership is through offshore companies, partnerships, or trusts.
Our capital gains tax services
We offer a full range of capital gains tax services, covering both compliance and forward-looking planning. Whether you are disposing of a single asset or restructuring a complex portfolio, our CGT specialists will work with you to minimise your exposure and ensure timely, accurate reporting.
Our services include:
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Capital gains tax calculations and liability planning
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Preparation and submission of UK property CGT returns (60-day reports)
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Strategic planning for asset sales and transfers
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Advice on available reliefs, including Business Asset Disposal Relief (Entrepreneurs’ Relief)
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Planning for Principal Private Residence Relief (PPR) on property disposals
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Trust and estate CGT advice, including gifting strategies and holdover relief
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Support for non-residents with UK property or asset transactions
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Capital gains reporting for crypto-assets and other emerging asset classes
Our goal is to ensure you meet your obligations while keeping more of your gains — through careful, timely and informed advice.
Capital gains tax planning for business owners & entrepreneurs
If you’re a business owner considering the sale or transfer of business assets or company shares, capital gains tax planning should be an essential part of your exit strategy. The rules around Business Asset Disposal Relief (formerly Entrepreneurs’ Relief) continue to evolve, affecting how and when you sell to maximise tax efficiency.
We’ll help you assess the eligibility of your disposal for reliefs, understand the timing implications, and structure transactions to align with both tax optimisation and your long-term financial goals. This is particularly important when tax changes are introduced that may affect your risk/reward decisions and succession planning.
Why choose Moore South for capital gains tax advice?
At Moore South, we combine up-to-date technical knowledge with a practical, client-focused approach. Our capital gains tax services are delivered by experienced professionals who stay ahead of legislative changes and work across a wide range of personal and corporate scenarios.
We act for individuals, landlords, property developers, business owners, trustees, and international clients — offering clear advice and personalised strategies to reduce liabilities and meet compliance obligations.
Whether you need assistance with one-off CGT reporting or are looking to develop a broader tax-efficient investment strategy, we’ll guide you every step of the way.
