Property, shares, and investment disposals
We help organise disposal proceeds, base costs, improvement costs, acquisition records, and relief considerations where applicable.

Careful support for clients who need to report gains from property, investments, shares, crypto assets, or other disposals.
Capital gains work depends on dates, evidence, reliefs, transaction history, and how the disposal fits into the client's wider tax position. We focus on building a clear calculation trail so the reported gain is understandable and properly supported.
We help organise disposal proceeds, base costs, improvement costs, acquisition records, and relief considerations where applicable.
For clients with multiple share transactions, crypto activity, or complex records, the review focuses on evidence and calculation quality.
Where a gain must be reported on a Self Assessment return, we help align the capital gains position with the rest of your tax return.
A Capital Gains Tax return accountant can help where you sold property, shares, crypto assets, investments, business assets, or other chargeable assets and need the calculation reviewed.
Yes. Property CGT review can include purchase price, sale price, legal costs, agent fees, improvement costs, ownership history, reliefs, losses, and reporting requirements.
Useful records include purchase completion statements, sale completion statements, legal invoices, estate agent fees, improvement invoices, ownership documents, valuation records, and dates of occupation or letting.
Yes. Where reporting is required, a professional review can help organise the calculation, supporting evidence, payment position, and any Self Assessment interaction.
Yes. Share disposals can be reviewed using broker statements, transaction reports, acquisition costs, sale proceeds, losses, and annual exemption details where relevant.
Yes. Crypto CGT work can involve exchange exports, wallet histories, transaction matching, gains and losses, fees, missing records, and the Self Assessment reporting position.
Capital losses may reduce gains where the rules and evidence support the claim. Loss records should be reviewed carefully before being included in a return.
Some gains, especially UK property disposals, may have separate reporting requirements and deadlines. Other gains may be reported through Self Assessment depending on the facts.
Yes. Pre-sale review can help identify records, possible reliefs, timing, ownership issues, estimated tax, payment planning, and whether specialist advice is needed.
Fees depend on asset type, transaction volume, record quality, ownership history, reliefs, crypto or share complexity, reporting deadlines, and whether Self Assessment work is also needed.
Send the key details and we will review the best next step for your tax return, company filing, or HMRC enquiry.