Referral Relationships for Capital Gains Tax Advice

We are always keen to partner with organisations who are able to refer work to us. 

For your Clients

For your Firm

Contact us for a chat.

Many of our enquiries start their conversation with ‘But my Advisor didn’t tell me about CGT’

We recognise that you are not obliged to provide advice on potential liabilities for CGT and that your Terms of Business may include provisions that exclude any such obligation.

There will be times where signposting a client to further information and an advice line will benefit both the client and your Firm.

We offer a free advice line and a comprehensive website to help your clients navigate this complex area.

Free, high quality advice.

We deal with hundreds of Capital Gains Tax enquiries and offer free advice on the basis that a good proportion will require our fixed fee filing services.

Our friendly team of tax experts guide our enquirers through the complexities of Capital Gains Tax.

Sometimes we simply provide reassurance that no tax is payable.

We ensure that they fully understand their position and signpost them to HMRC if they have a filing requirement and wish to complete the process themselves.

If enquirers would prefer us to file the CGT Return on their behalf we offer a fixed fee service covering all that is needed to remain compliant with their obligations to HMRC.


Revenue sharing opportunities

We would be pleased to share a percentage of the revenue that we receive from helping your clients. 

We are able to provide ‘white label’ services if required, as well as bespoke pricing options. 

Contact James Dean for further information.

Our client's love our service - these are just a few of our genuine Google Reviews

Celia Prause
2. April, 2024
Great experience - I knew who I was talking to and James and Jayne were at all times friendly, competent and supportive. Even the international element didn’t deter them. An excellent service.
Katia Leonova
28. March, 2024
It is worth a lot when you can get a professional advice over the phone. Tax Bees answered my question just in minutes, in a extremely friendly manner, and with no attempts to upsell. Highly recommend them as CGT professionals!
Barry Loughran
21. March, 2024
I can only endorse all the previously posted positive reviews about this business. Friendly people and yet extremely knowledgeable and professional regarding the subject matter. A pleasure to deal with and I can strongly recommend them for all your taxation matters.
Andy Bacon
5. March, 2024
Having sold a UK residential property I had owned for 18 years I was facing a potentially significant CGT liability. Although the HMRC calculator appeared pretty straightforward I decided to approach an expert and fortunately found James just in time. I found his willingness to provide no obligation up-front advice over the phone very welcome and decided to appoint Tax Bees for peace of mind with the added bonus that his very reasonable fee might be saved when he got into the detail of my case. I certainly pays to spend some time putting together all the facts; as a result it proved very fruitful to invest in James when he significantly reduced my expected liability by many thousands compared to the HMRC online calculator. Lesson learnt - its never as simple as it first appears and not all the rules are entirely transparent!
Adam Jenkins
21. February, 2024
Tax Bees were fantastic at quickly and calmly helping us with a family tax situation. James was a reassuring presence during a stressful time. I wouldn’t hesitate in recommending him.
14. February, 2024
I asked Tax bees at short notice to help out with my CGT submission, i found the team to be very efficient and very approachable . The fee was fixed .. so no nasty surprises at the end, and i believe the tax saving and peace of mind knowing that a professional had been involved is very reassuring. Thanks to James and Jayne.
Sara Barron
2. February, 2024
Thanks so much for everything and for completing our return on time. You've been so easy to work with and have done an excellent job. I found Tax Bees online and was nervous about using a service without a personal recommendation. However, I would highly recommend Tax Bees to anyone looking for help with their Capital Gains Tax, particularly James Dean, who has been exceptionally helpful and efficient from the first email enquiry and has achieved a great outcome.
tracey hale
28. January, 2024
Fantastic service very efficient attention to detail Friendly and very knowledgeable
Kate Jones
24. January, 2024
I popped into Tax Bees on the off chance that I might be able to get some help with my Self Assessment Tax Return. I drive past the building everyday and often wondered whether they would be able to help advise me. James and Jayne were so friendly and welcoming and after a nice chat and a coffee they reassured me that they could help straight away - even during the month of January which is a very busy month for them. I would certainly recommend Tax Bee's if you have any Tax needs or concerns for your business or if like me you just need help and guidance on that dreaded self assessment. James also looked into my last four years of pension tax relief and managed to get me a rebate. Very happy customer. Thanks again James and Jayne!
Melanie Palmer
22. January, 2024
We recently hired Tax Bees for capital gains tax reporting and we're very happy that we did. James was very helpful, knowledgeable and efficient. Money well spent :)

Full Service

Our Capital Gains Tax (CGT) filing service is designed to assist private individuals in navigating the complexities of HMRC regulations and reporting requirements.
£ 395
  • One to one consultation
  • Accurate Calculations
  • Mitigation of Tax
  • Tax Return Preparation and Filing
  • HMRC Investigations Insurance
  • Up to two Returns

Why our customers love us

Specialists in Residential Capital Gains Tax for Residents and Non-Residents

Authorised Tax Agents who can calculate and file your returns for you

Our Insurance Policy offers you peace of mind in the event HMRC want to examine your return

We look after the whole process, so that you know your return is correct.

Have Further Questions? We have you covered

Answer: Yes, we are aware of how difficult this can be and will walk you through the process to ensure that you get it right.


Provided we have all the information that we need we can generally submit a return within a week or so. Please note that returns must be submitted withing sixty days of your completion date. If a deadline is urgent, we can sometimes submit a return on a next day basis.


Absolutely, we are HMRC Authorised agents and can submit a Return on your behalf


We offer a comprehensive advice service within our fee and will always make sure we that you maximise reliefs and allowances in order to pay the minimum amount of tax compliant with legislation.


Contact us for a chat. There may be interest and penalties to pay but you should still submit your return.

Answer: Use our free CGT calculation service, with real human beings, and get your answer in less than sixty minutes!

Answer: Our fixed price package includes insurance against the costs of an HMRC Investigation.

Haven’t got your answer? Contact our support now.