Capital Gains Tax (CGT) may not be the most exciting topic but ignoring it could cost you. In this episode of clarityON, Carrie Hughes is joined by Senior Financial Adviser Dan Smith to demystify the CGT rules, highlight the changes you need to know for 2025/26, and share practical planning tips that could help you reduce your tax bill.

What we cover:

• What CGT is, who it affects, and why it matters more now than ever
• How CGT is calculated, especially for property and investments
• Common myths and mistakes people make (and how to avoid them)
• Smart tax planning strategies, including spousal transfers, tax wrappers, and loss harvesting
• Quickfire listener FAQs, from “bed and breakfasting” to reporting deadlines

Whether you are planning a property sale, managing an investment portfolio, or simply want to stay one step ahead of HMRC, this episode has something for you.

Need help with your Capital Gains Tax planning? Book your free consultation here.

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Past performance is not an indication of future performance. The value of your investments can go down as well as up.

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Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone.

All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice.

clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information.

Please contact your financial adviser if you require further support or assistance with any of the topics raised.