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