Strategic capital gains tax relief advice that protects your wealth. Expert guidance on EIS, rollover relief, and holdover relief.
No jargon. No pressure. Just expert advice to help your business move forward with confidence. Get in touch today or apply to become a client.
When you sell a business asset, shares, or property, the tax on the gain can be substantial. Fortunately, the UK tax system offers several capital gains tax reliefs that can reduce or defer this liability. At striveX, we help business owners and directors identify and claim the reliefs available to them, ensuring they retain more of the wealth they have created.
Capital gains tax can take a significant bite out of your proceeds when you sell a business, shares, or investment property. Without proper planning, you may pay more tax than necessary. The UK offers several valuable reliefs, including Business Asset Disposal Relief, rollover relief, holdover relief, and EIS deferral relief, each with its own conditions and limits.
At striveX, we review your asset base, timeline, and objectives to identify the most appropriate reliefs. We model the tax impact of different strategies, advise on timing, and ensure every claim is properly documented. Our clients include business owners preparing for exit, landlords restructuring portfolios, and investors seeking to defer gains.
The rules around capital gains tax reliefs change regularly. Our team stays current with every change, ensuring your planning is based on the latest legislation and case law.
Tell us a little about your business and goals, and we’ll review whether StriveX is the right fit for your next stage of growth.
We offer a comprehensive capital gains tax advisory service that covers every aspect of relief identification, planning, and claiming.
We advise on the conditions for claiming BADR (formerly Entrepreneurs’ Relief), including the minimum shareholding period, officer or employee status, and trading company requirements.
If you are selling a business asset and reinvesting in another, we help you claim rollover relief to defer the gain. We ensure the replacement asset meets the conditions and the timing requirements are satisfied.
For gifts of business assets, we help you claim holdover relief to defer the gain until the recipient disposes of the asset. We handle the joint election and documentation.
We advise on investing in Enterprise Investment Scheme or Seed Enterprise Investment Scheme companies to defer or exempt capital gains. We ensure your investment meets the qualifying conditions.
For property disposals, we advise on principal private residence relief, including the final period exemption, lettings relief, and mixed-use properties.
We integrate capital gains planning with your wider tax strategy, considering income tax, inheritance tax, and corporation tax to ensure every decision is optimised across your entire position.
Complete our short enquiry form so we can understand your business, goals, and support requirements.
We assess your details to understand the best route and whether StriveX is the right fit for your needs.
If striveX is the right match, we’ll arrange a consultation; if not, we’ll connect you with a trusted partner.
Once approved, we’ll guide you through onboarding and put the right support in place for your business.
