landlord succession planning Archives

Cracked shield labelled “Strategy” looming over rental houses, symbolising a property portfolio strategy under pressure.

4) When the strategy that built the portfolio is no longer the strategy that protects it

Author: Landlord Consultant

18th March 2026, 1 month ago | 0

Does the portfolio need to keep growing, or is its role beginning to change? Is the current structure designed for...

Row of rental houses above a maze labelled “Low Debt,” illustrating the hidden complexity of mature property portfolios.

2) Why low gearing does not always mean low complexity

Author: Landlord Consultant

18th March 2026, 1 month ago | 0

Is the current structure still the right one for the next twenty or thirty years? Should some equity remain where...

Signpost showing “Options” and “Questions” at a crossroads in a street of rental homes, symbolising strategic choices for established landlords.

1) When the portfolio is built, what comes next?

Author: Landlord Consultant

18th March 2026, 1 month ago | 0

Should the portfolio remain exactly as it is? How should the business be managed if the original owner eventually wishes...

Visual illustrating potentially exempt transfer insurance to protect against inheritance tax on lifetime gifts

IHT Inheritance Tax Potentially Exempt Transfer insurance / Gift inter vivos policies

Author: Mark Alexander

26th February 2026, 2 months ago | 15

Potentially exempt transfer insurance (gift inter vivos policies), protect your family during the seven-year inheritance tax risk period following a...

Legacy planning folder on desk with laptop and calculator, representing landlord estate and succession planning.

Why P118 Consultations Begin with Calculating the Cost of Doing Nothing for Landlords

Author: Mark Alexander

15th August 2025, 8 months ago | 0

When landlords first enquire about a P118 Consultation, one of the most common questions they ask is: “How much will...

Landlord reviewing property investment data and financial charts on a computere

Whole of Life Insurance for Landlords | Keep Your Portfolio Bankable

Author: Mark Alexander

14th August 2025, 8 months ago | 1

Whole of Life Insurance for Landlords How to keep your portfolio bankable when life happens. Picture the scene. Your portfolio...

Man standing by marina symbolising financial freedom after restructuring property portfolio into a family investment company

Case Study: How Martin Escaped a Hybrid LLP and Built a Family Investment Company

Author: Mark Alexander

5th August 2025, 9 months ago | 1

When “Martin” (not his real name) came to us, his voice carried the kind of exhaustion we often hear from...

Elderly man smiling, representing a landlord retiring and passing on his property legacy.

Case Study: How David Retired From Being a Landlord and Passed On His Legacy Early

Author: Mark Alexander

1st August 2025, 9 months ago | 7

When “David” (not his real name) first came to us, he had what many landlords would see as the perfect...

Tag: landlord succession planning