Capital Gains Tax Advice Devon
Know your CGT position before you complete.
Selling a property, a business or an investment in Devon and not entirely sure what CGT you owe, or whether any reliefs apply? Daniel works through your position in plain English before the transaction completes, so the bill is not a surprise. ACCA-qualified, fixed fees agreed upfront, and questions answered the day you ask them.
- CGT liability calculated accurately before your disposal completes
- Reliefs such as Business Asset Disposal Relief identified and applied correctly
- 60-day residential property reporting handled so deadlines are not missed
- Transaction timing reviewed to help you keep more of the proceeds
No long-term contract. If it is not working after three months, you leave with clean records and nothing owed.
Get a free CGT quote
Fixed fee. Same-day reply.
What our clients say
★★★★★
Fast Turnaround When Deadlines Mattered
“Daniel was extremely responsive, clear, and professional throughout. He understood exactly what the lender required, turned everything around very quickly without cutting corners.”
★★★★★
Tax Knowledge That Saved Real Money
“His knowledge in tax law and what can be used for expenses really helped with saving money where I could.”
★★★★★
Patient and Clear When It Was Needed
“Daniel was very helpful and patient with me when I had no clue what to do and spoke through everything with me and made it clear, couldn’t recommend him enough.”
★★★★★
Professional, Efficient and Highly Recommended
“Excellent service providing financial accounts for probate. Quick, efficient and friendly. Would highly recommend.”
Sound familiar?
Not sure what you owe until after the sale?
Capital gains tax has a habit of arriving as a larger number than expected. The rates, the reliefs, the reporting deadlines — none of it is straightforward, and for most people a disposal happens rarely enough that the rules feel entirely unfamiliar. Getting advice after completion rather than before it is a costly way to learn.
- No idea whether Business Asset Disposal Relief or Private Residence Relief applies to your disposal
- Unaware of the 60-day reporting window for residential property sales to HMRC
- Transaction timing set without considering whether deferring or restructuring could reduce the charge
What knowing your position looks like
Daniel reviews your disposal before completion, identifies every relief you are entitled to, and calculates your liability on numbers you can actually plan around. The 60-day deadline is tracked, the return is filed, and there are no last-minute surprises.
- Eligibility for all applicable reliefs confirmed before contracts exchange
- 60-day residential property CGT return filed accurately and on time
- Disposal timing and structuring reviewed so you are not paying more than necessary
- Fixed fee agreed before work starts — no hourly rates adding up in the background
What clients say about working with Daniel
From time-sensitive disposals to complex tax returns, clients across Devon consistently report accurate work, clear explanations and fast responses.
Daniel was very helpful with my books and tax return. He offered great advise and insight in how to manage my books better and more efficiently. His knowledge in tax law and what can be used for expenses really helped with saving money where I could. As a sole trader it’s really hard to keep on top of things and have now asked Dan to do monthly books for me. His rates are extremely good compared to some other accountants out there and I get more for my money.
I worked with Daniel at DG Accountancy to review and sign off my sole trader accounts for a time-sensitive mortgage application, and the service was excellent. Daniel was extremely responsive, clear, and professional throughout. He understood exactly what the lender required, turned everything around very quickly without cutting corners. Communication was straightforward and reassuring, which made a potentially stressful part of the mortgage process much easier. Fees were transparent, turnaround was fast, and the work was done thoroughly and accurately. I wouldn’t hesitate to recommend Daniel to anyone needing reliable accountancy support, particularly where deadlines really matter.
CGT advice that covers the whole transaction
From initial liability review through to HMRC reporting, the service is structured around your disposal — not a generic tax checklist.
CGT Liability Review and Calculation
Your gain is calculated accurately against current rates and allowances, with every available relief identified before completion. You know the number in advance, not the morning the conveyancer calls. Whether it is a rental property, a holiday let or a business sale, the calculation is specific to your circumstances.
Before your transaction completes60-Day Property Reporting to HMRC
Residential property disposals trigger a 60-day reporting and payment obligation that catches many sellers off-guard. The return is prepared and filed within the window so no late-filing penalties accumulate. You do not need to track the deadline yourself.
Deadline managed for youTax Planning Around Your Disposal
Timing, ownership structure and available reliefs can all influence the final charge. Where there is a legitimate opportunity to reduce your liability — through annual exempt amounts, Business Asset Disposal Relief, or phasing — it is flagged before you commit. Proactive advice rather than retrospective calculations.
Included in your fixed feeConsistently rated 5.0 across every review
Clients range from sole traders and landlords to limited company directors — all reporting the same things: clear communication, fast work and no surprises.
Explained Every Detail to Finalise Accounts
“Absolutely recommend Daniel for all and any accounts related matter. Would use his expertise again. He is the most amazing person, very professional, explaining every detail meticulously in order to finalise our accounts. A huge thank you Daniel.”
Self-Employed Tax Handled Without the Headache
“Huge thanks to Daniel for helping ourselves with our taxes! Being self employed means we all have to do this ourselves which is just not possible on top of our work load. Thanks again! We will be using you again!”
Professional Service, Never Have to Worry
“Professional service. This company does my accounts every year and i never have to worry about it. Speedy as well. I am a very happy customer.”
Why Devon businesses use Daniel for CGT advice
There is no shortage of accountants. The difference is in how quickly you get a straight answer, and whether the person giving it has seen your situation before.
Property and business disposals covered
Daniel has worked across construction, property and business finance for two decades, so the full range of CGT scenarios — rental property, holiday let, company share sale, goodwill disposal — is familiar territory. You will not be explaining the basics before getting a useful answer. The relevant reliefs and reporting obligations are applied correctly the first time.
Advice before completion, not after
Most CGT problems are created by decisions made before an accountant is involved. Daniel works with you before contracts exchange, when there is still something useful to be done about the liability. By the time the sale completes, the calculation is done, any reliefs are confirmed, and the reporting plan is in place.
Plain English, no jargon
CGT legislation is written in a way that is genuinely difficult to follow. Daniel translates it into numbers and decisions that make sense to a business owner, not a tax practitioner. You will know exactly what you owe, why, and what — if anything — can be done about it.
Up and running in four straightforward steps
Most CGT engagements begin with a short discovery call. By the end of it, you know exactly what is involved and what it will cost.
Book a free discovery call
You explain your disposal — property, business, investment — and Daniel will ask a few specific questions about your situation. No sales pitch, no jargon. You will leave the call knowing whether CGT applies, roughly what the exposure is, and what the next step looks like.
Receive your fixed-fee quote
A clear, written quote is provided based on the complexity of your disposal. Everything is agreed upfront — no hourly rates, no scope creep. You know the cost before any work begins.
Daniel reviews your position
Provide the relevant documents — sale price, acquisition cost, improvement expenditure, ownership history — and Daniel calculates your gain, applies every available relief, and prepares your HMRC return or Self Assessment entries. You do very little beyond gathering paperwork.
Filed, closed, done
Your return is submitted within the applicable deadline, your liability is confirmed in writing, and you know exactly what is owed and when. There is considerably less to think about on the other side of it.
“Excellent service providing financial accounts for probate. Quick, efficient and friendly. Would highly recommend.”
Common questions about CGT advice in Devon
Does CGT apply to my Devon holiday let or second home if I sell it?
Yes — residential property that is not your main home is within scope of CGT, including holiday lets and second properties. The gain is calculated as the difference between sale proceeds and acquisition cost, adjusted for allowable expenses and improvements. Private Residence Relief will not apply unless the property was your main residence for some or all of the ownership period. A review of your specific position before exchange will confirm the liability and whether any other reliefs — such as Lettings Relief or the annual exempt amount — reduce it.
What does CGT advice from DG Accountancy cost?
CGT engagements are priced on a fixed-fee basis, agreed in writing before any work begins. The fee depends on the complexity of your disposal — a straightforward single property sale is simpler to calculate than a business with goodwill and multiple assets. You will receive a clear quote after the initial discovery call, with no hourly rates running in the background.
I have already completed the sale — is it too late to get help?
Not necessarily, though the options narrow after completion. For residential property disposals, HMRC requires reporting and payment within 60 days of completion — so if you are still within that window, acting promptly avoids late-filing penalties. If you are outside the 60-day window, the liability is reported through Self Assessment and a penalty assessment may apply. Either way, getting the return filed correctly is more useful than leaving it unaddressed.
Is there a long-term contract or minimum commitment?
No. CGT advice is provided on a one-off fixed-fee basis where required. There is no minimum term and no lock-in. If you also want ongoing accountancy support — bookkeeping, VAT, year-end accounts — that is available on a monthly rolling basis, but it is entirely separate from the CGT engagement.
What is Business Asset Disposal Relief and do I qualify?
Business Asset Disposal Relief (formerly Entrepreneurs’ Relief) reduces the CGT rate to 10% on qualifying gains up to a lifetime limit of £1 million, for individuals selling all or part of a trading business or shares in a personal company. Qualifying conditions relate to ownership period, trading status and your shareholding. It is one of the more valuable reliefs available to business owners and worth reviewing before any sale is agreed, since the conditions must be met before disposal — not after.
Can disposing of assets in a different tax year reduce the charge?
Potentially, yes. Each individual has an annual CGT exempt amount, and if you have other capital losses in the current or previous years those can be offset against gains. In some cases, deferring a disposal into a new tax year — or phasing a sale across two years — can reduce the effective charge. This kind of timing review is most useful before heads of terms are agreed, while the transaction structure is still flexible.
Sort your CGT position before completion.
Fixed-fee capital gains tax advice for Devon property owners, business sellers and investors. Know your liability in advance, every relief applied, every deadline met.