A client initially engaged us for a straightforward Capital Gains Tax (CGT) calculation related to the sale of shares in their family business. After an initial consultation, we determined the potential tax liability they would face upon selling.
However, we didn’t stop there. Rather than just providing a number, we took the time to understand their wider financial position and future plans. By digging deeper into their goals and exploring alternative strategies, we identified a tax-efficient solution that allowed them to offset the CGT liability in another way - ultimately saving them over £12,000 in tax.
This wasn’t just about compliance; it was about strategic financial planning. Our proactive approach meant that not only did they get clarity on their tax obligations, but they also kept more of their hard-earned money - making the sale far more rewarding.
