Capital Gains Tax (CGT) — Timing & Disposal Strategy

Capital Gains Tax is charged at 33% on gains above the annual individual exemption of €1,270. For those disposing of property, shares, or other capital assets, careful timing of disposals can make a material difference to the net proceeds received. For married couples, the potential to use both exemptions — and in some cases to transfer assets between spouses before disposal — adds further planning opportunities. PPFS advises on CGT exposure and disposal strategy, working with your solicitor or accountant to ensure the timing and structure of any disposal is as tax-efficient as the law permits.

“Are you planning the timing of any asset sales to make full use of your annual CGT allowance — and are you aware of all the reliefs that may be available to you?​​”