Capital gains tax

Capital gains tax (CGT) planning is essential.

The amounts involved are usually quite substantial so we actively encourage anyone who is intending to make a disposal of a capital asset such as a property, a business or stocks & shares to engage us at the planning stage so we can advise on maximising allowances and assist with completing relief claims and submitting them to HMRC on your behalf, either individually or as part of your self-assessment return.

Due to the complexities of the tax legislation a simple gift to a family member is likely to attract a tax charge even though no monies change hands. It is imperative to obtain the correct advice to avoid hefty interest charges and penalties.

Please contact us for further guidance on these matters.

Treth Enillion Cyfalaf

Mae cynllunio Treth Enillion Cyfalaf (TEC) yn hollol bwysig.

Mae’r symiau fel arfer yn eithaf sylweddol, felly rydym yn annog unrhywun sy’n meddwl cael gwared ag ased cyfalaf megis adeilad, busnes neu stociau a chyfranddaliadau i ddod i siarad â ni yn ystod yr adeg o gynllunio, fel y gallwn eich cynghori ar sut i gynyddu lwfansau, ac i gynorthwyo gyda chwblhau hawliadau rhyddhad a’u cyflwyno i HMRC, naill ai yn unigol neu fel rhan o’r hunan asesiad.

Oherwydd cymhlethdodau’r ddeddfwriaeth treth gall hyd yn oed rhodd syml i aelod o’r teulu ddenu tâl er nad oes arian wedi cael i gyfnewid. Mae’n hanfodol i dderbyn y cyngor cywir er mwyn osgoi taliadau cosb a thaliadau llog enfawr.

Cysylltwch gyda ni am fwy o arweiniad ar y materion uchod.

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H D Pritchard & Co, Old Oak House, 49-51 Lammas Street, Carmarthen SA31 3AL
H D Pritchard & Co, Old Oak House, South Parade, Tenby SA70 7DL
H D Pritchard & Co, Old Oak House, 12 Priory St, Cardigan,West Wales SA43 1BU

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