When property creates a capital gain
Who this guide is for: For people selling (or otherwise disposing of) UK property that may not be fully covered by Private Residence Relief — especially investment lets and second homes.
Selling (or otherwise disposing of) a property that is not fully covered by Private Residence Relief can create a Capital Gains Tax liability.
Investment properties and second homes are the usual examples. For the general Capital Gains Tax workflow on shares and other assets, see Capital Gains Tax Explained.
Working out the gain (structure)
- Step 1Disposal proceeds
- Step 2Minus costs and improvements
- Step 3Apply reliefs
- Step 4Offset losses and Annual Exempt Amount
- Step 5Tax remaining gain
- Disposal proceeds (usually sale price)
- Minus allowable purchase and improvement costs
- Minus selling costs
- Apply reliefs (for example Private Residence Relief)
- Deduct allowable losses and the Annual Exempt Amount
- Tax the remaining gain at the property Capital Gains Tax rates for your band
Calculate CGT on a residential-property disposal Use the Capital Gains Tax Calculator
Records to keep
- Completion statements from purchase and sale
- Invoices for capital improvements
- Evidence of lettings periods if relief is restricted
Related reading
For share and fund disposals, see Capital Gains Tax Explained. For how losses offset gains, see Capital Losses Explained. For ongoing rent, see Rental Income Tax Explained and Buy to Let Tax Explained. For Stamp Duty Land Tax on a purchase, use the Stamp Duty Calculator.