CGT Planning

Capital Gains Tax (CGT) is an area that requires careful forward planning.

The most effective manner in which to plan for CGT is to enact any planning prior to disposal or even before an investment is made.

There are a number of ways to mitigate CGT ranging from ensuring that the assets qualify for statutory reliefs such as Business Asset Disposal Relief  (previously known as Entrepreneurs Relief) to wrapping the assets at purchase within a tax efficient structure.

The best planning route will often depend on the asset and timeframe.