Capital Gains Tax Return

Capital Gains Tax Return Accountants in Otley

Clear, fixed-fee Capital Gains Tax Return support in Otley with no hidden fees and no guesswork.
4.9/5
Google rating
1 fee
Agreed upfront
100%
Filed on time

Get an Instant Quote

Name
Qualified & regulated by
What did you sell?

Pick your asset and see what applies

Whether you have sold a second home, shares, a business, or a buy-to-let property, the rules that shape your Capital Gains Tax Return differ depending on what you have disposed of. Choose the asset type that fits your situation and we will walk you through the reliefs, allowances, and reporting deadlines that apply. Our Otley accountants make the process straightforward from the very first conversation.

Selling a second home or buy-to-let

Gains on residential property that is not your main home are taxed at 18% or 24%. If the sale completed, you usually have 60 days to report it and pay the tax, so speed matters.

Key facts

Selling shares, funds or investments

Shares and funds held outside an ISA or pension can trigger a gain when sold. We apply the same-day, 30-day and Section 104 pooling rules so your cost base is right.

Key facts

Selling, swapping or spending crypto

Every disposal of crypto, including swaps between coins and spending, can create a gain. We rebuild your transaction history across exchanges and wallets into a record HMRC accepts.

Key facts

Selling a business or company shares

Selling your business or your shares in a company can be your biggest tax event. We check whether Business Asset Disposal Relief applies and plan the figures before you file.

Key facts
How it works

From sale to filed, without the stress

We take the paperwork off your hands and guide you through each stage, from gathering completion statements and purchase records to submitting your Capital Gains Tax Return accurately and on time. You get a clear picture of what is needed and when, so nothing is left to the last minute. Our Otley team keeps the whole process calm, organised, and easy to follow.
1

Tell us what you sold

Complete the short quote form or book a call. Share the asset, the sale date and roughly what you paid.

2

We calculate your gain

An accountant works out the gain, applies costs, allowances and reliefs, and tells you exactly what you owe.

3

We file and confirm

We submit your return or 60-day report to HMRC, send you the confirmation and explain how to pay.

What you'll need to hand

Missing something? Don’t worry. We’ll help you track it down.

Worked example

See how a gain becomes a tax bill

Your gain is not simply the difference between what you paid and what you sold for, and understanding the deductions and allowances involved makes the final figure far less daunting. We explain each step in plain English so you can see exactly how your Capital Gains Tax Return is built up. That transparency helps you plan ahead with confidence rather than guesswork.
Sale price
£320,000
Purchase price and allowable costs
− £240,000
Chargeable gain
£80,000
Annual exempt amount
− £3,000
Taxable gain at 24%
£77,000
Capital Gains Tax due
£18,480
Reliefs & allowances

Legitimate ways to reduce your bill

There are perfectly lawful reliefs and allowances that can bring your Capital Gains Tax Return down, and many people simply do not realise they qualify. From annual exemptions to reliefs tied to specific assets, we identify what applies to you and apply it correctly. Our Otley accountants focus on keeping your bill fair and fully compliant, never on shortcuts that could cause problems later.
01

Annual exempt amount

The first slice of your gains each tax year is tax-free. We make sure it is used.

02

Private Residence Relief

If the property was ever your main home, part or all of the gain may be exempt.

03

Business Asset Disposal Relief

Selling all or part of a qualifying business can attract a lower rate of tax.

04

Spouse transfers

Assets passed between spouses or civil partners usually create no gain or loss, which opens planning options.

05

Loss relief

Losses on other disposals can be set against gains now or carried forward for later years.

06

Allowable costs

Legal fees, stamp duty, agent fees and improvement costs all reduce your taxable gain.

Client feedback

Trusted by Investors and Landlords Across the UK

See what clients say about our affordable, reliable and HMRC-compliant Capital Gains Tax return service.

Posted on Google Google
Sofia profile picture
Sofia
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I had a really positive experience with Muhammad. He was incredibly quick to action everything and made the whole process straightforward and stress-free. He took care of everything promptly and kept me informed throughout, which was greatly appreciated. Muhammad was professional, responsive and genuinely helpful from start to finish. It was clear that he cared about providing a great service and making sure everything was handled properly. I would definitely recommend him to anyone looking for someone reliable, efficient and professional.
Posted on Google Google
Zest For Life profile picture
Zest For Life
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I worked with Accotx on a HMRC reclaim and overall, they did ultimately deliver on their promise, which I appreciate. The process did take longer than any of us expected, partly due to external delays with the tax authorities, and partly because there were some hiccups in communication and follow-up. However, despite those challenges, they stayed professional and stuck to the original agreed terms. If you’re considering using them, be prepared to stay in regular contact to keep things moving along. They are absolutely capable, have the expertise and willing to work with you, and overall improving their services over time. I would certainly return for any future needs.
Posted on Google Google
Pete Wrist profile picture
Pete Wrist
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Sterling work. Many thanks to Muhammad and the team for all their help and expertise
Posted on Google Google
Hansen Personal Training profile picture
Hansen Personal Training
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We have been a client for years - very quick responsive and personalised service
Posted on Google Google
Jamie Fletcher profile picture
Jamie Fletcher
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
It was a pleasure working with Anum on our accounts. The whole process was swift and effortless, and it was one less thing to worry about. I'd highly recommend them.
Posted on Google Google
Mansur Liman profile picture
Mansur Liman
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Accotax have been our accountants for many years now. We maintained them, because of their professionalism. In the last coiple of years, i have working with Imran, who has been very professional and helpful in guiding us through the whole process explaining and clarifying every aspect of it. Very prompt in responding to questions and patient with us even when we seem to be slow. I really enjoy working with him. Thank you
Posted on Google Google
Muna Mohamoud profile picture
Muna Mohamoud
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I highly recommend Imran to anyone looking for a reliable and knowledgeable accountant. He helped me sort out a very complicated backlog of accounts and prepared my overdue tax returns with professionalism and attention to detail. Throughout the process, he was incredibly patient, took the time to answer all of my questions, and explained everything clearly. He guided me through each step and helped rectify issues that had built up over time, making what felt like an overwhelming situation much more manageable. I'm very pleased with the service I've received and truly appreciate his support. If you need help with your accounts or taxes, I would highly recommend Imran.
Posted on Google Google
Sergey M profile picture
Sergey M
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I had a positive experience with Accotax. The work was completed promptly, my tax return was successfully filed, and I received a refund of overpaid tax. I found the cooperation efficient and helpful. Special thanks to Muhammad Saifullah for his assistance.
Posted on Google Google
Ebba Qureshi profile picture
Ebba Qureshi
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Fabulous team at ACCOTAX - very efficient and good response time . Honest and professional with their work. I would highly recommend them even if you’re a young start up - or a large business they have it covered .
Posted on Google Google
Mael Leboucher profile picture
Mael Leboucher
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We worked with a few different accountants before finally settling with Accotax, and we’re really glad we did. Their team is great. Abdul is responsive and easy to reach whenever I have a question, which makes a big difference. They take the time to understand how our business works and what our needs are. They are very knowledgeable, and when they don’t have the answer straight away, they take the time to look into it and get back to us quickly. Anum, who looks after our account on a day-to-day basis, including reconciling invoices and preparing the annual accounts, is amazing. She is professional, efficient, and follows the processes we have put in place together. She's also very quickin getting back to us whenever needed. We’re very happy to work with her and hope to continue doing so for as long as possible. Overall, Accotax has made our accounting experience much smoother and easier. We see them as a long-term partner as our business continues to grow. I would 100% recommend them.
Why choose us

Doing it yourself versus letting us handle it

Filing a Capital Gains Tax Return yourself is possible, but the rules around valuations, reliefs, and deadlines can quickly become confusing and mistakes can be costly. Handing it to our Otley accountants means your figures are checked, your reliefs are claimed properly, and your submission is made with confidence. You save time, avoid unnecessary stress, and gain peace of mind that it has been done right.

On your own

With Cheap Tax Returns

Common mistakes

What catches people out

Missed deadlines, incomplete records, and misunderstandings about which reliefs apply are among the most common pitfalls we see with a Capital Gains Tax Return. Some disposals also need reporting far sooner than people expect, which can lead to penalties if overlooked. Our Otley accountants spot these risks early and make sure your return is complete, accurate, and submitted on time.

Missing the 60-day deadline

The clock starts at completion, not when you receive the money. Late reports can lead to penalties and interest.

Ignoring crypto-to-crypto swaps

Swapping one coin for another counts as a disposal, even if you never moved money into a bank account.

Forgetting allowable costs

Fees, stamp duty and improvement costs are often left out, which inflates your gain and your tax bill.

Not reporting losses

Losses must be reported to HMRC to be used later. Unreported losses can’t be carried forward.

Common questions

Capital Gains Tax Return FAQs

Answers to the questions people ask us most about Capital Gains Tax and reporting disposals to HMRC.

Our service covers reviewing your disposal records, calculating your gain, identifying the reliefs and allowances you are entitled to, and preparing and submitting your Capital Gains Tax Return accurately. We also explain the figures in plain English so you understand exactly what has been reported and why.

It is designed for anyone in Otley and the surrounding area who has disposed of an asset and needs to report a gain, whether that is a second home, shares, a business, or a buy-to-let property. We work with individuals, landlords, and business owners at every level of experience.

We use fixed, transparent packages so you know what you are paying before we begin, with no hidden fees or surprise charges. The exact package depends on the complexity of your disposal and the number of assets involved, and we confirm everything clearly upfront.

Yes, our team works to professional accounting standards and keeps fully up to date with HMRC rules and reporting requirements. That means your Capital Gains Tax Return is prepared correctly, submitted through the proper channels, and supported by accurate records throughout.

Getting started is simple: get in touch with our Otley team and tell us briefly about the asset you have disposed of and any deadlines you are working towards. We will explain the next steps, confirm your fixed pricing, and begin gathering the information needed to prepare your Capital Gains Tax Return.

Yes, we regularly help clients who are worried about late reporting or who have received correspondence from HMRC. We will review your position, prepare the Capital Gains Tax Return as accurately as possible, and advise on the most sensible way to bring everything up to date.

No, you do not need everything in order before you get in touch, and we can guide you on exactly which documents are needed. Completion statements, purchase records, and evidence of improvement costs are helpful, but we will tell you what matters for your specific Capital Gains Tax Return.

Ready to report your capital gains?

If you have sold an asset and need your Capital Gains Tax Return handled properly, our Otley accountants are ready to help. Get in touch to discuss your situation, confirm your fixed pricing, and get your return filed accurately and on time.