Selling a property or shares
We confirm the gain position and reporting route.
Specialist Tax
Clear guidance for capital gains and inheritance tax
When a sale, gift, or estate creates a tax obligation, we clarify your position and manage reporting.
When to speak with us
Clear timing and evidence prevent avoidable issues later.
Gifting assets or transferring ownership
We clarify implications and document the transfer.
Inheritance or probate questions
We help you understand obligations and deadlines.
Multiple assets and mixed income
We build a clear, compliant summary for HMRC.
What we cover
- Calculate gains and confirm the tax position
- Review eligibility for reliefs or exemptions
- Prepare and submit required HMRC reporting
- Build a clear evidence trail for compliance
Records we will ask for
- Purchase and sale dates, prices, and fees
- Improvement costs and supporting invoices
- Valuations where needed
- Probate or estate documentation (if applicable)
Our approach
A calm, structured route to clear reporting.
1. Clarify the facts and timelines
We confirm the transaction details and key dates.
2. Calculate and explain your position
We show the numbers clearly and address questions early.
3. Submit, document, and keep you informed
We file correctly and keep the evidence organised.
Need clarity on CGT or IHT?
Share the key dates and figures, and we will confirm the safest next step.
Book a confidential consultation