1. Why 30 June 2027 may matter
The new CGT rules from 1 July 2027, in two minutes, and the one date that splits the growth in your business’s value.
2. Who should speak with their accountant
The situations where the 30 June 2027 value is most likely to matter, and the questions your accountant will ask.
3. What information to preserve
The financial, commercial and planning records that show what your business looked like at the time, and how to keep them.
4. How a business valuation works
What gets valued, how the number is worked out, why the date is strict, and what a valuation is not.
5. A simple owner checklist
One page to print and work through between now and June 2027.
Oliver Group provides valuation services only. Obtain taxation advice from your accountant or tax adviser as to whether the transition provisions apply to your circumstances. This page is general information, not tax, legal or financial advice.