Tax Planning

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Book A Tax Planning Consultation

What you can expect from a Property118 Tax Planning Consultation

Before meeting your Property118 Consultant in person, usually via a Zoom video conference, you will typically engage in email and telephone conversations. This aims to establish your current position, the challenges you are facing, and your short, medium and longer-term objectives.

Your Consultant will then work on a bespoke plan of action to present to you via a Zoom video conference. These presentations typically last for around one hour, so you will have plenty of time to ask questions, either during that meeting or in subsequent email correspondence. You are most welcome to involve your existing professional advisers to participate, e.g. your Accountant, Financial Adviser, and mortgage broker. We actively encourage this.

The investment required to implement the plan will also be discussed and confirmed in writing.

At this point, the proposed action plan is very much provisional. It should not be regarded as professional advice.

If all parties are in agreement with the plan ‘in-principal’ your Property118 Consultant will then propose a fee to confirm the plan in writing and to ask the professional advisers we recommend for implementation to review it with a view adopting our recommendations as their own insured, regulated professional advice. If they agree to this we are then happy for you to proceed to implementation. If not you will be given the choice of receiving a refund of all fees to date or an amended plan of action and costs of implementation. If that is not acceptable the refund remains available.

Book a Landlord Tax Planning Consultation

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  • For the avoidance of doubt, we are able to assist landlords who own properties in England, Northern Ireland, Scotland and Wales. Where you reside is not a problem, even if you are resident outside the UK.
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