Property tax support for a complex landscape
Property tax covers the compliance, reporting and planning needed to meet HMRC obligations on property income, ownership and disposals. Depending on your holdings, this can include rental income tax, Capital Gains Tax, Stamp Duty Land Tax, the Annual Tax on Enveloped Dwellings (ATED), Corporation Tax for property companies and Inheritance Tax planning.
The rules keep changing, from mortgage interest relief and surcharges on additional properties to tighter CGT reporting and wider Making Tax Digital requirements. We work as an extension of your business, with advice shaped around your portfolio, structure and goals.
Key compliance obligations
Self Assessment
Individual and joint landlords must register once rental income passes the relevant thresholds.
ATED
Corporate-owned residential properties need an annual ATED return, even when full relief reduces the tax to nil.
Corporation Tax
Property companies must report rental profits and chargeable gains, with interest treated correctly.
Making Tax Digital
MTD is extending digital record-keeping and quarterly reporting to property income.
Capital Gains Tax reporting
Residential property disposals have strict deadlines separate from the standard Self Assessment timetable.
Record keeping
Keep clear evidence of income, expenses, capital costs and disposal details for several years.
Our property tax services
Compliance
Rental income tax reporting, Self Assessment for landlords, Corporation Tax for property companies, return preparation, HMRC compliance and MTD support.
Planning
Capital Gains Tax, Stamp Duty Land Tax and Inheritance Tax planning, property incorporation advice, portfolio restructuring and tax-efficient ownership structures.
Advisory
Buy-to-let, commercial and residential property tax advice, transaction tax advice, HMRC enquiry support and tax health checks.
Why property tax planning matters
Property tax planning isn’t about avoiding tax altogether. It’s about improving after-tax returns within the law while meeting every statutory obligation. Done well, it helps you protect the value of your investments, make better investment decisions, optimise your portfolio, reduce risk and plan for estate and succession.
Common challenges and our solutions
| Challenge | Business impact | Our solution |
|---|---|---|
| Frequently changing legislation | Non-compliance and missed obligations | Specialists who track HMRC and legislative changes |
| CGT calculations on disposals | Over- or underpayment, missed deadlines | Accurate calculations and timely reporting |
| SDLT on acquisitions | Unexpected costs on completion | Pre-transaction SDLT review and structuring advice |
| Growing property portfolios | Admin burden and inconsistent records | Centralised portfolio tax management |
| Missed reliefs and allowances | Paying more tax than necessary | Proactive relief and allowance reviews |
| Corporate property and SPVs | Complex Corporation Tax and ATED duties | Specialist corporate property tax support |
| HMRC enquiries | Time-consuming and stressful | Dedicated enquiry support and HMRC liaison |
FAQs
Frequently asked questions
What property tax services do you provide?
Rental income tax, Self Assessment for landlords, Corporation Tax for property companies, CGT planning and reporting, SDLT advice, ATED compliance, property incorporation, Inheritance Tax planning and HMRC enquiry support.
Who needs professional property tax advice?
Buy-to-let landlords, developers, commercial property owners, property investment companies, LLPs and high-net-worth individuals can all benefit, as can accountancy firms seeking outsourced technical support.
Can you help landlords with Self Assessment?
Yes. We prepare and file returns for individual and joint landlords, making sure rental income, allowable expenses and mortgage interest relief are reported accurately.
Do you advise on Capital Gains Tax on property?
Yes. We calculate and report CGT on residential and commercial disposals, advise on reliefs and file UK residential property CGT returns within the required window.
Can you assist with SDLT?
Yes, for residential, commercial and mixed-use purchases, including additional property surcharges and corporate purchase structures.
What is ATED, and does it apply to me?
ATED applies to certain UK residential properties held in corporate structures above specified value bands. We assess whether it applies and prepare returns and relief claims.
What documents do I need to get started?
Typically property income and expense records, mortgage statements, disposal completion statements, existing accounts or tax returns, and ownership details. We confirm a precise checklist during onboarding.