Capital Gains Tax Form — APD Accounting

👤Your Personal Details

Full Name

Date of Birth

National Insurance Number

e.g. QQ 12 34 56 C

UTR (Unique Taxpayer Reference)

10-digit number — leave blank if unknown

Email Address

Phone Number

Home Address

📅Tax Year & Status

Tax Year of Disposal

Marital Status

Are you a UK tax resident?

YesNoPartially

Higher / additional rate taxpayer?

Affects the CGT rate (18% vs 24% for property)

YesNoNot sure

🏠What did you dispose of?

💷Proceeds, Costs & Expenses

📉Capital Losses

Any capital losses this tax year?

YesNo

Losses brought forward from previous years?

Check prior SA returns or your HMRC account

£

🧮Estimated Gain (Indicative Only)

Total Proceeds£0.00

Less: Total Purchase Cost£0.00

Less: Allowable Costs (fees, improvements)£0.00

Less: Current Year Losses£0.00

Less: Brought Forward Losses£0.00

Annual Exempt Amount (2024/25: £3,000)£3,000.00

Estimated Chargeable Gain£0.00

Indicative only — Andrew will confirm final figures after reviewing all documents.

🛡️Reliefs & Exemptions

Principal Private Residence (PPR) Relief — the property was your main home for all or part of the time you owned it Letting Relief — you let out part of your main home while you lived there Business Asset Disposal Relief (BADR) — formerly Entrepreneurs' Relief — disposing of all or part of your business Gift Relief / Hold-Over Relief — asset was gifted rather than sold at full market value EIS / SEIS Reinvestment Relief — proceeds reinvested into an EIS or SEIS qualifying company Rollover Relief — proceeds reinvested in a new qualifying business asset Spouse / Civil Partner Transfer — asset transferred between spouses or civil partners Gift to Charity — asset donated to a UK registered charity

🏠Property — Additional Questions

Was the property ever your main home?

Yes — alwaysFor part of the timeNoN/A

Was it ever rented out?

YesNoN/A

Period lived in as main residence (if applicable)

Approximate is fine — e.g. "Jan 2015 to March 2020"

📎Documents You Can Provide

Completion statement / solicitor's letter showing sale proceeds Original purchase completion statement / evidence of what you paid Receipts for improvement costs (e.g. extension, renovation) Share certificates, broker contract notes or dealing statements Professional valuation (e.g. probate value or March 1982 value) I don't have these yet — please advise what's needed

💬Anything Else?

Additional information for Andrew

e.g. inherited assets, probate, gifts received, previous HMRC correspondence

✅Review Your Submission

📋Declaration

I confirm the information in this form is accurate and complete to the best of my knowledge. I understand APD Accounting Services will use it solely to prepare my Capital Gains Tax return.

Capital Gains Tax Information

Form Submitted