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Capital Gains Tax (CGT) can have a significant impact on individuals, landlords, and business owners when selling or transferring assets. Understanding how CGT works – and more importantly, how to reduce your tax bill using legitimate reliefs and exemptions – is an essential part of good financial planning.

As businesses grow and evolve, their structures often need to do the same. Whether you’re expanding into new markets, preparing for succession, or simplifying group arrangements, making structural changes through a reorganisation or demerger can help position your business for long-term success. But with complex tax rules in play, getting the right accountancy and tax advice is essential.

Diversification spreads risk across different assets, markets, and tax wrappers. It helps private investors smooth returns rather than rely on a single share, fund, or property. At Dunkley’s, we often guide clients through building balanced portfolios that align with their long-term financial goals – from retirement income to school fees or future house purchases.