S24 Mitigation – in association with Ashleigh Dewbery-Lugg FCCA

Portfolio Incorporation – in association with Ashleigh Dewbery-Lugg FCCA

Capital Allowances and SDLT – in association with Matt Jeffery CTA of Zeal Tax

When it comes to being a private landlord or property developer, the saying that progress is man’s ability to complicate simplicity has never been truer, especially as successive administrations of all hues have sought to vilify and punish the private rental sector.

With that in mind, the 1936 landmark judgement wherein Lord Justice Tomlin – IRC v Duke of Westminster (1936) ruled that, “Every man is entitled if he can to order his affairs so that the tax attaching under the appropriate Acts is less than it otherwise would be. If he succeeds in ordering them so as to secure this result, then, however unappreciative the Commissioners of Inland Revenue or his fellow taxpayers may be of his ingenuity, he cannot be compelled to pay an increased tax.”, has never been more relevant as it is today.

Working in conjunction with Ashleigh Dewbery-Lugg FCCA (The Entrepreneurs Accountant) on mitigating S24 and/or Portfolio Incorporation, along with Matt Jeffrey CTA (Zeal Tax) for Capital Allowance claims, and David Hannah (Cornerstone Tax Advisers) for SDLT claims, we can help you to arrange your property business affairs to best effect.

In addition to the above, and through our specialist trading partners and associates, we can provide advice and guidance on R&D Tax Credits, Financial Services, Personal and Limited Company BTL mortgages, Asset Finance, Bridging Finance, Development Finance, along with all your Personal Estate and Business Succession Planning needs.