How we do it
Creating or regenerating, repurposing, reimagining or just checking your property tax planning, that’s what we do
More than 25 years property tax planning has finessed a four-step process:
1- First, understand your circumstances, goals and aspirations. That means follow the facts, wherever they may lead.
2- Then, deconstruct and understand any existing planning. Think of it this way – if somebody built a fence for you in the past then we need to understand why, what was its purpose, and is it still needed? Does the fence just need repainting, moving or replacing with a new one?
3- Next, strategise – by that we mean we put ourselves in your shoes and, with our detailed and up-to-date knowledge of all the tax planning options we’ve recently used with other property owners, we make recommendations specific to YOUR circumstances. Then we (re)load your tax and associated planning within HMRC rules, regulations and requirements.
4- Finally, and most importantly, we keep it that way – because tax planning never gets finished, it only ever gets abandoned!.
Naturally, all fees are agreed in advance, and confirmed in the formal report which details the advice provided. Fixed fee options are available if you prefer. Or talk to us about our ‘done for you’ property tax solution.
Property tax planning – womb to tomb
Testimonials
- “Having been a client for around 20 years, they have assisted us many times, always putting our interests first. They have always acted with honesty and integrity. With a wide network of professionals an answer is always found to whatever problem has been presented to them.”
- Richard Mancey
- Managing Director, Paultons Park Ltd
- “Acted for me since 1998. Great ability to look at the bigger picture and always with my interests uppermost. Well connected and typically brings other professionals in to the advice process”
- Patrick Trant
- Chairman, Trant Engineering Ltd
- “I have been a client for more than 10 years throughout which time I have found them to be professional and competent, operating as part of a team with a wide knowledge of tax and related planning. They put my interests first and are particularly good at explaining technical subject matter in a straightforward way”
- Anthony Mowatt
- Chairman, Keystone Legal Ltd a Sunday Times Top 100 Track company
- “In almost twenty years of working for us they have acted with honesty and integrity as one of our trusted advisers. We are always treated as important and nothing is too much trouble”
- John Reilly
- Managing Director, John Reilly (Civil Engineering) Ltd
- “Worked for me for more than 15 years on a variety of projects, large and small. They are particularly adept at using applied knowledge and expertise to work with their network of professionals to deliver my goals. I have found them very easy to work with and happily recommend them to others”
- John Clark
- Managing Director, T Clark & Son Ltd
