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Calculate Your Capital Gains Tax (CGT)

1. Tax Year & Asset Details

2. Financial Breakdown

£
£
£
£

3. Your Income Profile

£
Enter qualifying gains that have already used your lifetime BADR allowance.
£
Enter your income before personal allowances and deductions. This determines your basic/higher rate bands.
Total Gross Gain
£0
Effective Tax Rate
0.0%
Estimated Tax Due
£0
Net Gain (You Keep)
£0

Calculation Breakdown

Tax Band / Allowance Amount Rate Tax Due

Important assumptions used in this calculator

This calculator provides an estimate based on the following general assumptions:

  • You are a UK resident for tax purposes.
  • You are entitled to the full Annual Exempt Amount (£3,000) for the selected tax year, and have not used it on other asset sales.
  • You have no prior-year capital losses to bring forward and offset against this gain.
  • You have a standard personal allowance (£12,570), making the Higher Rate threshold effectively £50,270.
  • Business Asset Disposal Relief (BADR) is only applied when "Qualifying Business Disposal (BADR / MVL)" is selected.
  • Qualifying BADR gains are taxed at 18% for the 2026/27 tax year.
  • The calculator assumes your disposal satisfies all HMRC Business Asset Disposal Relief (BADR) qualifying conditions, including relevant shareholding, employment/officer status, trading company requirements, and minimum ownership period requirements. Please refer to HMRC's Business Asset Disposal Relief guidance for full eligibility rules.

Important: This calculator assumes that any disposal selected as a "Qualifying Business Disposal (BADR / MVL)" satisfies the HMRC conditions for Business Asset Disposal Relief. These conditions typically include holding at least 5% of the company shares and voting rights, being an employee or office holder of the company, and meeting the minimum ownership period requirements. The calculator also assumes a lifetime BADR limit of £1 million. Professional advice should be sought to confirm eligibility.

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What is Capital Gains Tax (CGT)?

Capital Gains Tax (CGT) is a UK tax applied to the profit you make when you sell, gift, or dispose of an asset that has increased in value. It is important to note that you are taxed only on the gain (the profit), not the total amount of money you receive from the sale.

Who should use this CGT calculator?

This calculator is specifically designed to assist:

  • IT Contractors and Company Directors: Those looking to close their solvent limited company via a Members' Voluntary Liquidation (MVL) and extract retained profits as capital.
  • Shareholders and Investors: Individuals selling company shares, crypto-assets, or mutual funds.
  • Property Owners: Landlords or individuals selling a second home or buy-to-let property.

Why use this Capital Gains Tax calculator?

The UK Autumn Budget in October 2024 completely overhauled the Capital Gains Tax landscape. Rates were aligned, allowances were frozen, and relief structures were placed on an escalating schedule. Manually calculating your exposure across different tax bands and taking into account the £3,000 exemption limit is complex. This tool does the heavy lifting, giving you an immediate estimate of your tax liabilities under the current legislation.

Current CGT and BADR tax rates

The Chancellor announced significant changes to CGT rates, aligning the rates for standard assets (like shares) with the rates previously reserved only for residential property, and setting a staged increase for Business Asset Disposal Relief (BADR).

Asset & Relief Type 2024/25 (Post-Oct 30) 2025/26 2026/27 (Current)
Basic Rate (Standard Assets & Property) 18% 18% 18%
Higher Rate (Standard Assets & Property) 24% 24% 24%
Business Asset Disposal Relief (BADR) 10% 14% 18%

How your income affects Capital Gains Tax

Capital Gains Tax is inherently linked to your standard Income Tax band. HMRC essentially places your capital gain "on top" of your regular gross income (salary, dividends, interest) to determine what rate of tax you pay.

If your regular gross income is below the Higher Rate threshold (£50,270 assuming a standard personal allowance), you have some "Basic Rate band" remaining. Any capital gain that fits into this remaining space is taxed at 18%. The moment your combined income and gain cross that £50,270 threshold, the remainder of the gain spills over into the Higher Rate band and is taxed at 24%.

Common Capital Gains Tax exemptions

You do not pay Capital Gains Tax on all disposals. Common exemptions include:

  • Your primary residence: Selling your main home is usually covered by Private Residence Relief (PRR).
  • ISA holdings: Any shares or investments held within a tax-free Individual Savings Account (ISA).
  • Spousal transfers: Assets gifted or transferred to your husband, wife, or civil partner.
  • Personal possessions: Items with a lifespan of less than 50 years (wasting assets) or items sold for under £6,000.
  • UK Government bonds: Premium bonds and standard gilts.

When do you need to report and pay CGT?

How and when you pay your CGT depends on what you sold:

  • Residential Property: If you sell a UK residential property and owe tax, you must report and pay the CGT within 60 days of completion using a specific UK Property Account.
  • Shares, MVLs, and Other Assets: Standard capital gains must be reported on your annual Self-Assessment tax return. The tax is due by 31st January in the year following the tax year in which you made the gain.

Capital Gains Tax vs Dividend Tax

For many IT contractors and limited company directors, one of the biggest financial decisions is whether to extract company profits as dividends or as a capital gain through a Members' Voluntary Liquidation (MVL).

Dividend Tax applies when profits are distributed from a limited company during normal trading. Capital Gains Tax (CGT), on the other hand, may apply when a solvent company is formally closed and retained profits are extracted as capital rather than income.

Where Business Asset Disposal Relief (BADR) applies, qualifying gains can be taxed at a reduced Capital Gains Tax rate. This can make an MVL significantly more tax-efficient than taking large dividends, particularly for contractors with substantial retained profits.

Factor Dividend Tax Capital Gains Tax (via MVL)
How profits are extracted Ongoing dividend payments Company closure and capital distribution
Tax treatment Treated as income Treated as a capital gain
Typical contractor use case Regular income extraction Closing a solvent limited company
Potential tax efficiency Can become expensive at higher income levels May be more tax-efficient if BADR applies
Requires company closure? No Yes

HMRC has strict anti-avoidance rules around “phoenixing”, where a company is closed primarily to obtain a tax advantage before a substantially similar business is restarted. Contractors considering an MVL should always seek professional advice before proceeding.

Common CGT mistakes contractors make

Capital Gains Tax calculations can quickly become complicated, particularly when company closures, share disposals, or multiple investments are involved. Some of the most common mistakes contractors make include:

  • Forgetting allowable expenses: Many people fail to deduct eligible costs such as acquisition fees, legal fees, broker fees, or qualifying improvement costs, which can unnecessarily increase their taxable gain.
  • Missing the Annual Exempt Amount: Every eligible individual receives an annual CGT allowance. Failing to use this allowance efficiently can result in paying more tax than necessary.
  • Ignoring carried-forward capital losses: Previous capital losses reported to HMRC can usually be carried forward and offset against future gains, reducing your overall tax liability.
  • Confusing income tax with Capital Gains Tax: CGT rates and rules are different from Income Tax and Dividend Tax. Many contractors incorrectly assume all profits are taxed the same way.
  • Assuming BADR automatically applies: Business Asset Disposal Relief has strict qualifying conditions relating to share ownership, trading status, officer or employee status, and ownership periods.
  • Missing the 60-day property reporting deadline: UK residential property gains that create a CGT liability generally need to be reported and paid within 60 days of completion.
  • Not keeping proper records: HMRC may request evidence supporting your calculations, costs, and disposal values, even years after the transaction occurred.

Because CGT rules frequently change through Budgets and Finance Acts, contractors should review the latest HMRC guidance or speak with a qualified accountant before making significant financial decisions.

What records should you keep for HMRC?

Keeping accurate records is essential when calculating and reporting Capital Gains Tax. HMRC may ask you to provide evidence supporting your calculations, purchase costs, and disposal proceeds.

You should normally retain records for at least five years after the 31 January submission deadline of the relevant tax year if you submit a Self-Assessment tax return.

Examples of records you should keep include:

  • Purchase records: Contract notes, invoices, purchase agreements, and completion statements showing when and how much you originally paid for an asset.
  • Sale records: Sale agreements, broker statements, disposal documents, and completion statements confirming the disposal value and disposal date.
  • Professional fees: Solicitor fees, broker fees, valuation fees, accountancy fees directly related to the acquisition or disposal, and other allowable transaction costs.
  • Improvement costs: Records of qualifying capital improvements that increased the value of the asset, such as major renovations or structural improvements.
  • Dividend and share records: Share certificates, dividend vouchers, company valuation reports, and liquidation statements for MVLs or share disposals.
  • Crypto transaction history: Exchange exports, wallet records, transaction IDs, and conversion records for cryptocurrency disposals.
  • Capital loss evidence: Documentation supporting any losses claimed and evidence that those losses were properly reported to HMRC.

Good record keeping not only helps support your tax return but also makes future calculations far easier if you dispose of additional assets later.

Calculations Reviewed by ✔ Verified
Xero Advisor Certified | ACCA Part-Qualified Accountant

Calculations on this page have been reviewed and verified to ensure accuracy and alignment with current UK tax regulations for the 2026 tax year.

Last reviewed: May 2026

Disclaimer: This calculator is for illustrative guidance only and does not constitute formal tax or financial advice. We strongly recommend consulting a certified accountant to review your personal circumstances before filing a return.

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