Transferring Inherited property straight to Limited Company?

Which of the following best describes your property business activity?*

Buying Selling Not sure what to do for the best

What would you like to discuss?*

Incorporation Investigating and improving returns on equity Business continuity and legacy planning Inheritance Tax Planning Retirement Planning Insolvency / cashflow issues Simplifying my investment portfolio for easier inter-generational wealth transfer

Number of UK rental properties owned*

Types of rental properties owned

Have you sold any properties in the last two years?*

Yes No

Are you resident in the UK for tax purposes?*

Yes No

Your situation

So the conversation can start where it should.

Are you badly affected by the Section 24 restrictions on finance cost relief?*

Yes No

Approximate total value of your UK property portfolio*

Excluding your own home and any holiday homes.

Gross annual rental income*

Approximate mortgage balances outstanding*

About You

Do you have any children?*

Yes No

Do you have life insurance?*

Yes No

Would you like to discuss income in retirement?*

Yes No

Do you have a pension fund?*

Yes No

Do you have other savings, e.g. ISA's, share portfolio, bonds, bank deposit accounts etc.?

Yes No

Do you own a holiday home?*

Yes No

What else would you like to discuss in the free initial 30-minute meeting?

It really helps if we understand your top priority, e.g. income in retirement

Phone*

Transferring Inherited property straight to Limited Company?

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