CASE STUDY
Strategic Tax Planning for High-Value Share Disposals
Proactive cross-border tax planning for an internationally connected client preparing for a multi-million euro share disposal.
KEY RESULT
Tax-efficient strategy for an €8–12 million share disposal.
€8–12 million transaction reviewed
Reliefs and timing assessed
UK and international tax coordinated
Practical roadmap delivered
Client
International client
Asset
Inherited overseas shareholding
Transaction value
€8–12 million
Review focus
Capital Gains Tax, non-dom rules and cross-border planning
The Challenge
A UK resident planned to sell an inherited overseas shareholding worth €8–12 million.
The transaction involved Capital Gains Tax, non-dom rules, inheritance and major UK tax reforms.
Our Approach
We assessed the transaction before completion to identify available planning opportunities, including:
- UK Capital Gains Tax
- Transitional reliefs and rebasing
- Remittance Basis rules
- Temporary Repatriation Facility
- UK–France double taxation
- Disposal timing and residency
What We Delivered
- Optimal timing review
- Transitional relief assessment
- TRF opportunity analysis
- UK and overseas tax coordination
- Alternative planning options
Data Highlights
Transaction value
€8–12m
Key tax landscape reviewed
2025 reforms
Relief opportunity assessed
TRF
Cross-border coordination required
2 jurisdictions
Get proactive advice before completion to assess available reliefs and reduce unnecessary tax exposure.