Interaction with Capital Gains Tax

There is a clash between planning for inheritance tax, and planning for capital gains tax. The best way to mitigate against inheritance tax is often to make lifetime transfers; while the best approach to reduce capital gains tax is often to retain them until death. We can advise you on the approaches to take to mitigate the overall tax burden. There are actually 3 main aspects in this respect:

  • Business Property Relief on business assets
  • Transfers to spouses
  • The family home

For more information please contact us by calling one of the numbers at the top of this page, or by email: