CGT ADVISOR

Capital Gains Tax Advice for Property, Investments, and Business Assets

Whether you’re selling a property, shares, or a business asset, understanding your Capital Gains Tax (CGT) obligations is key to making smart financial decisions. At Wallace White, we provide practical, proactive support that helps you pay the right amount of tax and avoid unexpected liabilities. 

CGT advice to help you make tax-efficient decisions

Capital Gains Tax can be one of the most misunderstood parts of tax planning – but with the right support, it doesn’t have to be.  

We simplify the process by assessing your liability, calculating your gain, applying reliefs, and filing your return on time. We also work proactively with you, helping you plan disposals in advance to reduce tax and make confident decisions, whatever you’re selling. 

Your CGT Advisor for Navigating Asset Decisions and Transfers

We don’t just calculate your gain – we help you understand the process and make the most of every tax-saving opportunity. Our CGT services are built on detailed knowledge and strategic insight. 

Our Clients Say It Best

We’ve been working with Wallace White since the very early days – back when I was a self-employed IRATA Technician. Now, we have over 200 people in our team, and they’re still by my side. They’re not just accountants, they’re strategic partners. Every big decision, financial or otherwise, runs through them. They’ve helped shape the business into what it is today.

Sean Hogg, Rope Access Solutions

Avoid uncertainty around your capital gains tax position

 

We offer more than just technical advice. We help you plan ahead. From straightforward CGT returns to complex asset disposals, we guide you through every step with clear, practical support. 

  • Bespoke CGT planning before transactions take place 
  • Reliefs and exemptions guidance, including Private Residence and Business Asset Disposal Relief 
  • Advice on complex scenarios, including multi-property sales and share disposals 
  • Strategic tax planning to help you stay ahead of legislative changes 

CGT Advisors for Individuals, Investors, and Business Owners

At Wallace White, we support individuals and business owners across the UK with tailored CGT advice. Whether you’re preparing to sell, already mid-transaction, or managing a portfolio, we’re here to help. 

Our Capital Gains Tax services are ideal for: 

  • Property owners selling investment or second homes 
  • Entrepreneurs disposing of business assets or shares 
  • Investors selling stocks, land and buildings, or personal assets 
  • Landlords or developers restructuring portfolios 
  • Individuals with international or inherited assets 

 

Whether it’s a simple return or a multi-asset strategy, you’ll benefit from personal, experienced support at every stage. 

Understanding your goals, not just your numbers

Practical CGT advice built around your wider financial goals

We’re a team of professionals who genuinely care about our clients and their outcomes. That’s why we do things differently, tailored to your situation and financial goals. 

  • Big Four expertise boosted by a wealth of real-world experience 
  • In-depth CGT knowledge across sectors and asset types 
  • Clear, compliant advice focused on maximising reliefs 
  • Trusted across the UK, with more than 1,000 clients nationwide 
  • 95%+ client retention and a strong referral network 
  • Direct access to experienced tax advisors when you need them 

Accountants

1,000+ Clients

CIS Experts

Trusted Nationwide

Explore our comprehensive financial services

With extensive cross-sectoral experience, Wallace White’s UK accountants in Glasgow provide a wide range of specialist accounting services. Whether you’re looking to strengthen your small business finance strategy or need expert support, explore how Wallace White can help your business thrive.

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Estate Planning

Strategic estate planning from Wallace White. Protect your legacy with clear, personal advice on wealth, succession, and inheritance tax.

Personal Tax

Stress-free personal tax returns and advice tailored to you. Trusted expertise and proactive support from the experienced team at Wallace White.

Need Capital Gains Tax Advice?

Let Wallace White guide you through the rules and reliefs so you can make smarter, more informed decisions.

Book a call and we’ll arrange a time that suits you 

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