Capital Gains Tax (CGT) Reporting
Tax Compliance & Advisory
Valentis offers expert Capital Gains Tax (CGT) reporting services to high-net-worth individuals, experienced investors, and business owners in the UK who want to grow their businesses. Clients come to us for proactive, HMRC-compliant reporting that protects profits, reduces liabilities, and provides them with strategic control. This proactive approach makes our clients feel safe.
We ensure your CGT reporting is accurate, efficient, and aligned with your overall financial plan, whether you’re selling a home, disposing of business assets, or preparing for an M&A deal.
What is Capital Gains Tax (CGT)?
When you sell, give away, or otherwise get rid of an asset that has gone up in value, you have to pay Capital Gains Tax on the profit you made. It applies to individuals, trusts, and businesses, but the rules differ for each asset class, residency, and available relief. Many people are unaware that they are overpaying or misreporting their CGT liabilities. That’s where our expert advice comes in to give you peace of mind.
Our Approach to CGT Reporting
We don’t just fill out a form and send it to HMRC at Valentis. We do things differently. We examine your disposal history in detail to determine the correct base cost, taking into account any costs for improvements, utilising all available reliefs, and providing you with a comprehensive and accurate CGT submission. We ensure that every number can be verified and validated.
Scenarios We Support
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Sale of second homes or buy-to-let properties
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Disposals of company shares and business assets
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Cryptoasset CGT reporting
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CGT on gifts, trust transfers, and inherited assets
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International disposals for UK tax residents
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Pre-sale CGT forecasting and optimisation
Capital Gains Tax Reporting Services
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HMRC-compliant 60-day property CGT return submission
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Year-end CGT returns via Self-Assessment
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Full gain and loss computations
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Availability review for reliefs like PPR, BADR, Rollover, Holdover
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Optimisation of disposals around the annual exemption
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Jointly held asset calculations for spouses/civil partners
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Sales and rebasing reviews for non-UK domiciled clients
Why Choose Valentis for CGT Reporting?
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High-precision reporting, even on complex asset classes
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Tax-efficient planning, not just compliance
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Seamless coordination with your accountant or wealth advisor
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Fixed-fee clarity and fast turnaround times
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Support through HMRC queries, if they arise
Who We Work With
Property developers and landlords
Investors with sizeable portfolios
High-income earners selling business interests
Retiring directors planning succession
Cross-border individuals with complex tax footprints
Frequently Asked Questions
Yes. Since April 2020, most UK residential property disposals require submission within 60 days.
Yes, you can claim these on your return, but you must prove that you are eligible. At Valentis, we help you get what you deserve and make sure you get the most out of it.
Of course. To avoid conflicts and ensure that disclosures are accurate, we integrate our reporting into their investment strategy.
Get CGT Clarity from Experts Who Know the Terrain
Whether you’re preparing to sell a house, dispose of some stocks, or get your CGT affairs in order, Valentis will help you understand, feel confident, and comply with the rules.