Tax Planning Advice
Property Tax Planning
Property as a long-term investment, can come with complex tax rules that can easily eat away at your income or capital value if not managed correctly. At aventae, we help individuals, landlords, property developers and businesses navigate the rules, structure their property ownership effectively, and minimise exposure to unnecessary taxes.
Why specialist property tax planning matters
UK property taxation is wide-ranging and ever-changing. From the acquisition of the property through to disposal, every stage brings its own set of considerations:
- Stamp Duty Land Tax (SDLT), or Land Transaction Tax (LTT) on purchase
- Income Tax on rental profits, including restrictions on mortgage interest relief
- Corporation Tax for property development companies, including extracting profits
- Corporation Tax for family investment companies and how to minimise it
- Capital Gains Tax (CGT) when selling property, including reporting within 60 days
- Inheritance Tax planning for property within your estate
- VAT on property where relevant
- Structuring ownership through individuals, partnerships, companies or trusts
UK property taxation is wide-ranging and ever-changing. From the acquisition of the property through to disposal, every stage brings its own set of considerations:
What we can do for you
Our clear, practical advice will give you peace of mind that your tax matters will be fully compliant and as efficient as they can be.
Our support includes:
Structuring property ownership
Advising whether to hold property personally, jointly, via a partnership, company, or trust for the most efficient outcome
Stamp Duty Land Tax (SDLT) planning
Reviewing transactions to minimise SDLT, including reliefs, exemptions, and linked transaction considerations
Minimising Income and Corporation Tax
Advising on rental income, deductible expenses, interest relief, and the use of tax efficient ownership for property investment
Capital Gains Tax planning
Planning disposals, making use of allowances and reliefs, and ensuring timely reporting to HMRC
Inheritance Tax planning
Helping you protect property wealth and pass it on efficiently, with strategies such as trusts, lifetime transfers, and relief claims
VAT on property
Reviewing commercial property transactions, the option to tax, and implications for buyers, sellers and landlords
Developers and traders
Advising on property trading and development activities, ensuring profits are taxed appropriately and reliefs are maximised
Ready to get started on property tax planning?
We have a simple four-step process to support you with your property investments:
1
Initial review
We start by understanding your property goals and long-term objectives or planned transactions and your personal circumstances.
2
Assessment & strategy
We assess the tax implications of your position and provide tailored advice and strategies for efficiency and compliance.
3
Collaboration with external professionals
Our extensive network of professionals include, solicitors, estate agents and other property experts as required.
4
Implementation
From acquisition to the disposal of property, we manage the tax reporting to HMRC for your reassurance and peace of mind.
5
Ongoing support
We continue to look after your tax affairs following acquisition or disposal of your property.
Get in touch
If you’re investing in property, restructuring ownership, or planning a disposal, we get the tax efficiency right and take care of the reporting to HMRC. Let’s get started.