Disclaimer
MoneyWize Accountants Limited has tried to ensure that the information on this website is accurate. However, MoneyWize Accountants Limited will not accept liability for any loss, damage or inconvenience arising as a consequence of any use of or the inability to use any information on this website. MoneyWize Accountants Limited endeavours to provide a service of the highest quality. However, we cannot guarantee that our service will be uninterrupted or error-free. We are not responsible for claims brought by third parties arising from your use of this website.
MoneyWize Accountants Limited assumes no responsibility for the contents of linked websites. The inclusion of any link should not be taken as endorsement of any kind by MoneyWize Accountants Limited, of the linked website or any association with its operators. Further, we have no control over the availability of the linked pages.
Any references to “we” and “us” means MoneyWize Accountants Limited, registered company limited by guarantee number Registered in England and Wales number: 06448994. Our registered address is Milton Keynes Business Centre, Foxhunter Drive, Linford Wood, Milton Keynes, MK14 6GD.
If you have any questions, please phone us, 0330 320 9519 or e-mail us: info@moneywize.co.uk
Copyright
Material on this website, including text and images, is protected by copyright. It may not be copied, reproduced, republished, downloaded, posted, broadcast or transmitted in any way except for your own personal, non-commercial use. Prior written consent of the copyright holder must be obtained for any other use of material. Copyright in all materials and/or works comprising or contained within this website remains with MoneyWize Accountants Limited and other copyright owner(s) as specified. No part of this site may be distributed or copied for any commercial purpose.
Data protection
MoneyWize Accountants Limited complies with the Data Protection Act 1998 (the “Act”). For the purposes of the Act, MoneyWize Accountants Limited is the Data Controller.
MoneyWize Accountants Limited is committed to safeguarding your privacy, while providing a high quality of service. MoneyWize Accountants Limited will treat your personal information as confidential and your details will not be given or sold to anyone. We will use the information collected online to help us understand more about how our site is used by visitors, and to develop and enhance our services to you.
Your personal information
When you provide us with personal information, for example, when using our contact form, we take steps to ensure that your information is treated securely from the time we receive it. MoneyWize Accountants Limited makes every effort to ensure the security and integrity of emails on our systems. Unfortunately, no data transmission over the internet can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information after we’ve received it, MoneyWize Accountants Limited cannot ensure or guarantee the security of information when it is being transmitted.
Your rights
- You have the right, under the General Data Protection Regulation, to know what information we hold about you and to ask to see your records. This is a Subject Access Request.
- We will supply this information to you within one calendar month of your request.
- We will not charge you for this
- You are entitled to change your consent, update your details, or unsubscribe from our communications at any point. You can do this by contacting our Customer Service Staff via:
- Telephone 0330 320 9519
- E-mail: info@moneywize.co.uk
- By post: Milton Keynes Business Centre, Foxhunter Drive, Linford Wood, Milton Keynes, MK14 6GD
Cookies
A cookie is a small data file which is downloaded from a website to your computer to make the site easier to use. For example, it may store details that you submit to the site, such as your personal settings or your location, so you don’t have to provide the information again.
Using cookies does not allow us to identify users personally. We will only store information which you specifically give us permission to use.
Our website uses a small amount of cookies for caching certain things and analytics - to let us know how people interact with our website, and how we can improve our services to our users. The information we gather in this way is completely anonymous, and visitors to our website cannot be identified.
We use some social networks, such as Twitter, Facebook and LinkedIn. Any information used via these tools is not shown to us, and we don’t store any information from them. Please refer to each site’s own privacy policies for more information about this.
Storing information during your visit
When you visit https://moneywize.co.uk/, you may submit information which you want the site to remember during your visit. This information is only stored in a cookie during the time that you are on our site. We will only store it elsewhere when you give us permission to do so and this will be done via our secure systems.
Controlling and deleting cookies from your computer
All web browsers allow you to manage which cookies you accept, reject and delete. You will usually find these controls in the “Preferences” or “Tools” menu of your preferred browser. More information about these is available at http://wwwaboutcookies.org.
Complaints
If you have a complaint about the way we have handled your data, or related matter, you can do this by contacting our Customer Service Staff, as detailed in the “Your Rights” section above.
If you are not satisfied with our response to your complaint, you can complain to the Information Commissioner’s Office (ICO):
- By e-mail: https://ico.org.uk/global/contact-us/email/
- By phone: helpline on 0303 123 1113
- By post: ICO, Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF
We regularly check this notice to keep it up-to-date. We recommend that you read this page to ensure that you are happy with any changes we might have made.
This privacy policy was updated on 14th October 2022.
60-Day Capital Gains Tax (CGT) Report
Our 60-Day Capital Gains Tax Report service is designed to assist individuals and businesses in accurately reporting and managing their capital gains tax obligations concerning UK land and property disposals within the specified timeframe. Capital gains tax and the associated report becomes applicable when you dispose of, or transfer UK property and make a profit from the transaction generating a tax liability, however, if you are non-UK resident in the tax year of disposal/transfer you must make the report, regardless of profit (or loss) and associated tax liability.
The report also applies to 'indirect' disposals of UK land or property, such as shareholdings in UK property 'rich' companies, however, this is subject to certain criteria that we can advise you on.
Within our expertise of tax reporting and compliance, we offer a streamlined solution that ensures timely and accurate reporting of capital gains tax. Here's how our service works:
Data Gathering: We gather all the relevant information related to your capital gains transactions, including the details of the asset(s) sold, acquisition date and price, disposal date and price, private residence period (if any) and any associated costs or expenses. For non-resident disposals, there is a further calculation available if the property was purchased on or before 5th April 2015, which we can apply to maximum benefit.
Calculation of Capital Gains: Our team of tax experts calculates the capital gains by considering the purchase price, selling price, and any allowable deductions or exemptions. We use up-to-date tax regulations and guidelines to ensure accurate calculations.
Reporting and Documentation: Once the capital gains are calculated, we prepare the necessary reports and documentation required for filing your capital gains report. Our reports include all the essential details, ensuring compliance with tax laws and regulations.
Timely Submission: We understand the importance of meeting deadlines when it comes to tax reporting. Our service ensures that your capital gains tax report is prepared and submitted within the 60-day timeframe mandated by tax authorities and, providing that you have contacted us in a timely fashion, this helps you avoid penalties and ensure compliance.
Advisory and Support: Our team of tax professionals is available to provide guidance and support throughout the process. We can answer any questions you may have, provide clarifications on tax rules, and offer advice on minimizing your capital gains tax liability.
By utilising our 60-Day Capital Gains Tax Report service, you can confidently fulfil your tax obligations and ensure compliance with the relevant tax regulations. We aim to simplify the process, minimize your tax liability, and provide you with peace of mind when it comes to managing your capital gains tax obligations.
Other than transactions applicable to the 60-day CGT report, we can advise on other forms of capital gains (or losses), which may require, or otherwise be beneficial, to be reported on a UK tax return.
Please contact us to learn how we can assist you in CGT reporting.