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Tax Tool

CGT Forecaster: 2026 Allowances

With the Annual Exempt Amount now strictly capped at £3,000 for 2026, relying on historic allowances will result in an unexpected tax bill.

Use this Forecaster to model your exact liability before executing a disposal. The mathematical logic automatically adjusts for the 18%/24% residential property surcharge versus the standard 10%/20% asset rates, based on your current income band.

  • Calculates the £3,000 Annual Exempt Amount.
  • Maps your Basic Rate band availability precisely.
£40k
£
£0 £300k+

Total Capital Gains Tax

£7,320
Annual Exempt Amount -£3,000
Taxable Gain £47,000
At Basic Rate £1,027
At Higher Rate £6,293

Excludes specific reliefs like Business Asset Disposal Relief (BADR). Consult us for specific applications.

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