Capital acquisitions tax

Capital Acquisitions Tax occurs when an individual receives an inheritance or a gift. Normally CAT would be a consideration for individuals when preparing their wills, as they will want to minimise the tax liability that their relatives are likely to face.

Although there are a number of reliefs available to reduce or minimise any tax payable such as Business Relief, Agricultural Relief, and Favourite Nephew/Niece Relief, they are subject to certain conditions which need to be considered when planning for your future.

We can advise on the CAT implications of any transactions that you may have in mind, and also provide guidance on the best way to structure your affairs.

To arrange a consultation please contact us.

Switching to us

Getting onboard with us couldn’t be any simpler

Even if you want to change accountants the thought of going through the process can mean it always ends up at the bottom of the to-do list. That’s why we’ve gone out of our way to simplify the process and do as much of the running as possible. All you need to do, really, is set us off and just leave the rest to us.

Step one: talk to us

Get in touch so we can get to know each other, work out what support you need and agree on fees.

Step two: decide to switch

When you’ve made your choice, tell us then and we’ll handle the paperwork and process with your current accountant.

Step three: get onboard

We’ll get you set up on our systems, securely transfer your financial data and get you ready to go.


Let’s talk today

Ready to get started? Reach out to us today and we’ll set up a call to get things moving. Meeting new clients is just about our favourite thing in the world – let’s see what we can do to make your life easier.