Capital Gains Tax advice

Helping you hold onto more of what you’ve built.

Capital Gains Tax (CGT) Advice That Protects More of What You’ve Earned

BUILT VALUE DESERVES SMART PROTECTION – 

Whether you’re selling a property, exiting a business, or disposing of assets, CGT (Capital Gains Tax) can have a significant impact. At Lewis Brownlee, we help individuals and business owners plan ahead, reduce liabilities, and stay compliant. CGT isn’t always straightforward. The rules differ depending on what you’re selling, how long you’ve owned it, and your wider tax position. Reliefs and exemptions change often  – and missing one could cost you thousands. We provide CGT advice that’s clear, actionable, and tailored to your situation. And, with offices in Chichester, Midhurst, and Whiteley, our CGT specialists offer expert, local advice with national reach to boot!

Personal Capital Gains Tax Support

If you’ve made a gain from selling or gifting an asset, you may owe CGT.

 

This includes:

Second homes

Second homes and buy-to-let properties – Selling a second home or investment property can trigger a significant CGT bill. Our Capital Gains Tax advice will help you understand your liability, apply reliefs like Private Residence Relief if available, and plan ahead to reduce what you owe. There is a 60 day window from the date of sale to report and pay any CGT due so getting advice early is vital.

shares and investments

Shares and investments – Gains from selling shares, funds, or crypto assets are often overlooked until it’s too late. We provide advice and calculate your gains correctly, claim losses where applicable, and time disposals for maximum efficiency.

Business assets re capital gains tax advice

Business assets – Whether you’re selling equipment, land, or intellectual property, CGT can apply to a wide range of business assets. Getting the right advice ensures you make the most of reliefs like Business Asset Disposal Relief and structure your exit tax-efficiently.

Personal possessions re capital gains tax advice

Personal possessions worth over £6,000 (excluding your car) – Valuable items such as antiques, art, or jewellery can trigger CGT when sold. We’ll provide CGT advice to assess your position, calculate any gain, and explore ways to legitimately reduce your tax exposure

Gifts

Gifts made to others (outside of spouses or civil partners) – Even gifts can attract CGT if they rise in value and these will need to be reported to HMRC if CGT is payable. With the right CGT advice, we’ll help you understand the implications of gifting assets and how to do so tax-efficiently as part of a wider wealth plan.

Our Brightest Advice, Tailored to You

– BRINGING CLARITY TO COMPLEXITY – WITH CGT ADVICE THAT REALLY SHINES – 

We’ll help you:
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Understand what is chargeable for CGT

CGT rules can be complex & situation-specific. We’ll explain what’s taxable & what’s exempt, giving you confidence through tailored CGT advice.

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Maximise use of your annual exemption

Each year you’re entitled to a tax-free allowance — but if you don’t use it, you lose it. Our CGT advice ensures you take full advantage before deadlines pass.

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Apply and claim the reliefs you're entitled to.

Reliefs can significantly reduce the CGT you owe — if you know how to use them. We’ll identify which apply to you and guide you through the claims process with expert CGT advice.

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File CGT returns accurately and on time

From 60-day reporting to self-assessment, timing is key. We’ll handle the paperwork, calculations, and compliance, giving you peace of mind with professional Capital Gains Tax advice.

 

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Plan disposals across tax years to reduce tax owed

Splitting or delaying disposals can cut your liability. We’ll help you plan strategically with forward-thinking Capital Gains Tax advice that fits your wider financial picture.

 

Business Capital Gains Tax Support

Disposing of business assets? Selling shares? Passing on a company? We provide business owners with strategic CGT advice, including:

Watertight paperwork re Capital Gains Tax advice

Business Asset Disposal Relief (formerly Entrepreneurs’ Relief)

 

Incorporation and restructuring guidance

Whether you’re converting a sole trade to a limited company or restructuring an existing group, we provide Capital Gains Tax advice that supports tax efficiency and commercial flexibility.

Restructure re Capital Gains Tax Advice
Exit Planning

Succession and exit planning

Preparing for a sale, retirement or family handover? We’ll help you minimise CGT exposure with forward-looking Capital Gains Tax advice that protects the value you’ve built.

 

Share sales and valuations

Selling shares — especially in private companies — comes with complex tax implications. We’ll provide robust CGT advice, ensure valuations are sound, and structure the deal with your goals in mind.

Shares and valuation
Asset Transfers re Capital Gains Tax Advice

Asset transfers and gifting

Passing on assets can trigger CGT even without a sale. We’ll help you plan the transfer and apply holdover relief or other options, using Capital Gains Tax advice that’s legally sound and personally aligned.

 

Capital Gains Tax planning for group companies

From intra-group transfers to company sales, we offer specialist CGT advice that keeps your group compliant and optimised for long-term growth or exit.

Capital Gains Tax Advice for Group companies
We’ll help you reduce CGT liabilities legally while supporting your commercial goals.

Why Choose Lewis Brownlee for CGT Advice?

– BECAUSE NAVIGATING THE MAZE WITH A GUIDE BEATS GUESSING IN THE DARK –

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1) We plan ahead

The earlier you speak to us, the more we can help you save.

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2) We simplify complex rules

No tax waffle, just expert advice in plain English.

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3) We’re locally accessible

With teams in Chichester, Midhurst, and Whiteley, we’re always nearby when you need us.

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4) We’re proactive

We’ll identify reliefs, spot opportunities, and give you clear options.

We’re more than just tax technicians – we’re strategic partners who know how to turn capital gains into capital advantage.

Local CGT Specialists You Can Rely On

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Whether you’re selling an investment flat in Chichester, exiting a family firm in Midhurst, or transferring shares in Whiteley, we’ll guide you through the CGT process step by step. We work with landlords, retirees, entrepreneurs, and company directors to make sure their assets are protected  – and their tax bill isn’t bigger than it needs to be.

Book a Capital Gains Tax Consultation Today

If you’re selling, gifting, or planning a future exit, speak to us early. Good CGT advice now can prevent costly surprises later.   You’ve built the value. We can help you keep more of it! Let’s talk CGT today!

Built Something Big? Don’t Let It All Melt Away.

CGT doesn’t have to shrink your outcome. Our advice keeps your gains on solid ground.