Call 020 7794 5757 - Email info@numerallp.com

Capital gains tax

CGT and Inheritance tax.

Capital Gains Tax (CGT) is payable by individuals, trustees and 'personal representatives' (PRs). Companies pay corporation tax on their capital gains.

There are annual tax free allowances (the 'annual exempt amount') for individuals, trustees and PRs. Companies do not have an annual exempt amount.

For individuals net gains are added to 'total taxable income' to determine the appropriate rate of tax. The standard rate applies only to the net gains which, when added to total taxable income do not exceed the 'basic rate band'.

Gains which qualify for 'Investors' Relief' are charged at 10% for the first £10m of qualifying gains.

Gains which qualify for 'Entrepreneurs' Relief' are charged at 10% for the first £1 million.

Individuals 2024/25 (until 29/10/24) 2024/25 (from 30/10/24)
Exemption £3,000 £3,000
Standard rate 10% 18%
Higher rate 20% 24%

The higher rate applies to higher rate and additional rate taxpayers.

Additionally, prior to 30 October 2024 higher rates of 18% and 24% may apply to the disposal of certain residential property.

Trusts 2024/25 (until 29/10/24) 2024/25 (from 30/10/24)
Exemption £1,500 £1,500
Rate 20% 24%

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Company details

020 7794 5757

Numera, 4th Floor Charles House, 108-110 Finchley Road, London NW3 5JJ

Numera is a trading name of Numera Partners LLP | Company Registration No. OC365787 | Place of Registration: England & Wales | Registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales.

About us

Numera is a newly established forward-thinking firm of chartered accountants, with over 25 years in experience of audit, accountancy, taxation and business advisory services.

We work with clients in a large variety of industries and sectors; from sole traders to multi-million pound turnover organisations. We aim to create and maintain a close relationship with our clients. By being so involved, we are able to identify opportunities for our clients as well as possible risks that our clients may be faced with.

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