The Money Centre’s Portfolio Review Platinum Package is proving to be very popular as a tool to reduce Inheritance Tax for UK resident landlords with 10 or more properties or net worth of over £500,000

We’ve been reviewing our client’s property portfolio’s now for 20 years and making recommendations that have transformed many of our clients to millionaire status. However, we’ve now developed a way to enable us to help far more clients in the future.

Do you have a system to forecast when you will be able to release further equity from your properties or what the effects of inflation, property growth and changes in interest rates will have on your liquidity, equity, profitability and tax position?

Our new Property Portfolio Review provides you with an opportunity to meet face to face with one of our Consultants at a time and place of your convenience to identity all of the following:

• Opportunities, now or in the future, to raise cash for funding further purchases or to enhance your liquidity position by refinancing or taking further advances
• Potential inheritance tax liabilities based on future property values, ways to avoid these taxes and why now is the perfect time to plan
• Methods to let properties quicker and reduce rental voids
• Ways to minimise lettings and management costs
• Minimising risks and maximising returns.

Not only will you have an opportunity to discuss all of the above and much more with your Consultant, you will also receive the following:

• A detailed report and analysis specific to your portfolio
• Referral to all of the companies, products and services identified in the report to assist you to raise extra funding, save money and/or minimise your risks

This service is available at a cost of just £495 and comes with a Money Back, Total Satisfaction Guarantee

We are so confident that you will be impressed that if you are anything other than completely satisfied with your review, simply write to us telling us why within 28 days, we will refund your fee without challenge.

An example of the report you will receive following a Portfolio Review can be downloaded below.

Please CLICK HERE to register your interest.

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