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CGT - Anyone know if my brain has worked this out right?

3 replies

financialwizard · 25/08/2012 14:47

Here goes. In July 2002 I purchased a property that I resided in for a number of years, but as my husband is forces we had to leave that property and let it. Now we are having to buy our own home and we are selling it to fund the deposit. I want to try and figure out if I owe CGT. I have called HMRC who don't think I will owe, but apparently I am not able to report it until next year so will not be sure until then. By which time I am hoping to be living in our 'new to us' family home.

Here goes with the figures as I understand it.

Owned the property for 122 mths when it should complete. Was 105k purchase, and being sold for 147.5k, so a 42.5k gain.

Bought the house in July 2002 and moved out to rent in February 2009 = 79 mths

Last three years Private Residence Relief = 36 mths

Lived in + Private Residence Relief = 115 mths

Leaving 7 mths charged as a taxable gain.

42.5k/122 mths = £348.36 x 7 mths = £2438.52

10k CGT Relief applied = £0 owed to the tax man, or if I am wrong about that relief I will owe £438.94 (18% lower rate tax). I cannot find the right page on the HMRC website (it is beginning to blur now!)

I don't know whether or not this has a bearing but I am currently not working as only landed back in the country two weeks ago.

Have I made a total mess of this, or am I right?

Thanks for the help you lovely MSE peeps x

OP posts:
financialwizard · 25/08/2012 14:48

That should read MNS Peeps. Oh dear, my fingers need to catch up today!

OP posts:
financialwizard · 25/08/2012 15:36

It's ok my friend has explained it to me now!

OP posts:
Lizcat · 25/08/2012 19:44

If the only time you did not live in the property was when you were moved away by the forces you should have paid tax on the rental income, but as you were forced to live in a tied property you will not pay tax on the capital gain.

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