Capital Gains Tax

Please fill out the form with as much information as possible so we can provide you with the next steps

Personal/Business Information

Full Name *

Email *

Phone *

Company

Company Structure

Asset Information

Type of Asset Sold *

Property

Stocks/Shares

Business

Collectibles

Other (please specify)

Please Specify

Description of the Asset *

Date of Acquisition *

Date of Sale

Purchase Price *

£

Sale Price *

£

Were there any improvements made to the asset? *

Yes (please provide details and costs)

No

Please provide details and costs

Cost and Expenses

Acquisition Costs

Legal Costs *

£

Stamp Duty *

£

Additional Costs *

£

Disposal Costs

Agent Fees *

£

Legal Fees *

£

Advertising Costs *

£

Other *

£

Improvement Costs

Description of Improvements

Dates of Improvements

Costs Incurred *

£

Ownership and Use

Duration of Ownership *

Was the asset used for business purposes? *

Yes (please provide details)

No

Please provide details

Was the asset your primary residence (for property)?

Yes (please provide details of any periods of non-residence)

No

Please provide details of any periods of non-residence

Was the asset used for rental purposes?

Yes (please provide details of rental periods and income)

No

Please provide details of rental periods and income

Reliefs and Exemptions

Are you eligible for any tax relief or exemptions? *

Private Residence Relief

Entrepreneurs' Relief

Investors' Relief

Rollover Relief

Not Sure

Details of any previous claims for reliefs or exemptions *

Any periods of ownership where the asset was not liable for CGT?

Previous Capital Gains

Details of any other capital gains made in the same tax year

Details of any capital losses carried forward from previous tax years

Additional Details

Are there any specific circumstances or additional details that might affect the CGT calculation?

Do you have any existing partnerships or collaborations that affect the ownership or sale of the asset?

Is there any additional information or specific requests you would like to share?

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