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Understanding How To Calculate Capital Gains Tax

how to calculate Capital Gains tax
Question
: I purchased a home property in 2010 for £480,000. I lived in the property for 1 year before renting it out. In 2017, I sold this property for £610,000. How do I calculate my Capital Gains Tax?

Answer: The first thing that you need to know is the total capital gain that you made. In your case you have made a capital gain of £130,000 (subtract the purchase price of £480,000 from the sale price of £610,000).

If you had lived in your property throughout the ownership term, it would have been tax free gain. There are additional conditions like there are no large gardens attached. And you did not use the property for business purpose anytime during your ownership.

However,  You qualify for private residence relief partially for the time you lived in the property. You can calculate the private residence relief by adding the number of years you lived in the property to last one and half years of ownership. Divide this by total number of ownership years and multiply by the total gain. Your calculation will look like this :

(1+1.5)/7 × £130,000= £46,429

Your private residence relief is £46,429.This is tax free capital gain portion Taxable gain will equal to £83,571 (£130,000-£46,429). In addition you also qualify for “letting relief”. You can calculate your letting gain by multiplying number of years you let the property with total capital gain and then dividing the resultant by the total number of ownership years. For you this will be:

(6×£130,000)÷7=£111,429

Your total letting relief is the lower of £40,000 and this calculated letting gains. In your case, £40,000 is the amount you can claim in letting relief. This means your taxable capital gains is further reduced to :

£83,571-£40,000=£43,571

You can set your annual capital gain tax allowance to £11,300 for year 2017 to 2018. This means your taxable gains will be :

£43,571-£11,300=£32,271.

If you are a standard 20% tax payer, you will pay capital gains tax at 18%.

£32,271×18%=£5809

If you fall in higher tax brackets, you will pay the capital gains tax at 28%.

£32,271×28%=£9036

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