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Pensions and capital taxes

Capital Gains Tax basics

When selling or giving away an asset may create a taxable gain.

Last reviewed: 27 July 2026Review due: 6 April 2027

Overview

Capital Gains Tax usually applies to the gain rather than the sale proceeds. The calculation starts with disposal value and allowable cost, then considers incidental costs, losses, exemptions and reliefs. Gifts can be treated as taking place at market value even where no cash changes hands.

Who this applies to

Individuals, trustees and personal representatives disposing of chargeable assets.

Key points

  • The individual annual exempt amount is £3,000 for 2026/27.
  • Keep purchase, improvement and disposal records for as long as they may be needed.
  • Transfers between spouses or civil partners can have special rules.
  • Company gains are normally dealt with under Corporation Tax rather than the individual annual exempt amount.

Important dates and deadlines

Some UK property disposals have a short online reporting and payment deadline. Other gains are normally reported through Self Assessment where required.

Practical checklist

  1. Identify acquisition date and cost.
  2. Record legal, agent and improvement costs.
  3. Check residence, ownership and private-use periods.
  4. Use brought-forward losses where available.
  5. Review reliefs before contracts become unconditional.

Frequently asked questions

Is the whole sale price taxed?

No. Tax is generally based on the chargeable gain after allowable costs, losses, exemptions and reliefs.

Does giving an asset away avoid CGT?

Not necessarily. Market value can be used for connected-party or gift transactions.

How Accountants4All can help

Support matched to your circumstances

Accountants4All can calculate gains, review reliefs and help with property reporting and annual tax returns.

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Official sources and further reading

Tax and legal disclaimer

This page is general guidance and does not create an adviser/client relationship. Tax rules and official guidance can change. Use the official sources above and obtain advice based on your circumstances.

Read the full tax disclaimer