Property Portfolio Planning / Incorporation

With the recent changes over the years to how properties held personally are taxed, the attraction of incorporating a property portfolio into a company has never been more attractive.

However, there are many pitfalls that can catch out the unwary and result in unexpected tax consequences – both immediately and later in time, if the incorporation is not done correctly.

Our Partner can consider the business’ current position and advise on whether an incorporation is a good idea – and how best to structure the business, to ensure all tax reliefs are obtained.

To find out more about this service, please complete the form and register your interest.

Please complete the form
to register your interest

An Overview of Property Portfolio Planning / Incorporation

Our service aspires to help business owners navigate the landscape of property portfolio planning – and deliver the most tax-efficient structure possible.

How It Works

Our Partner starts by reviewing the business’ current framework, and working out the most efficient route of property portfolio planning.

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Supporting Advisers

We work with carefully selected partner organisations to provide a collaborative, multi-disciplinary approach to estate planning. To strengthen and develop the estate planning element of a business, view our other Partner Services.

Find out more about our other Partner Services