Trusts and Estates

Capital Gains Tax for trustees, beneficiaries, and when dealing with someone's estate.

Capital Gains Tax for Trusts

Trusts can hold a wide range of assets, from property to investments, and when these assets increase in value, Capital Gains Tax (CGT) may be due. Understanding when and how CGT applies to trusts is important for trustees managing trust assets, as the rules differ from persona...

5 min read

Employee Ownership Trusts and Capital Gains Tax

If you're considering selling your company to an Employee Ownership Trust (EOT), you may be able to claim full Capital Gains Tax relief on the sale. This means you could pay 0% tax on the gain when you dispose of your shares, making EOTs one of the most tax-efficient exit rout...

5 min read