At Wilson Partners, we know that property is often one of the most significant investments you’ll make in your lifetime. Whether you’re buying, selling, or holding multiple properties, managing the associated tax implications is key to protecting your wealth. Our team works closely with you to ensure that taxation is carefully considered at every stage of property ownership, so your tax burden is minimised, and your wealth is preserved.
Understanding your objectives and intentions is key to considering how a property may be purchased – whether you buy property personally, jointly, in partnership, in Trust or in a Company. How you acquire a property will impact the Stamp Duty Land Tax (SDLT) on acquisition, the tax on any profits if you rent or develop the property, and the tax on eventual disposal of the property too.
We can guide you through your options, advise on your tax exposure, and navigate what reliefs may be available to you and what costs can be deducted from taxable profits or gains on disposal, helping you keep more of what you’ve earned.
Property is also usually the largest and most valuable asset in your Estate when you die. Due to the frozen allowances for Inheritance Tax (IHT) purposes, more people are finding themselves ‘caught in the net’ because of the value of their main home, or other property they own. We take the time to understand you, your family, and your goals, offering tailored IHT and Estate planning advice that fits your unique situation.
Property ownership case study: We helped a client save £64,728.
Income Tax Essentials for Residential Landlords and second property owners
Navigating the world of property rental comes with its own set of tax implications. Whether you’re…
How we can help
At Wilson Partners, we help you make confident decisions, ensuring you have the resources you need now and peace of mind for the future. Our experienced advisers assist with:
- Getting the right ownership structure – guiding you through your options based on your objectives and intentions
- Stamp Duty Land Tax (SDLT) calculations on acquisition
- Capital Gains Tax (CGT) advice – planning for a sale, advising on allowable costs, considering any available reliefs (main residence, rollover etc)
- Inheritance Tax (IHT) advice – calculating your IHT exposure and thinking about ways to mitigate these
- Annual Tax on Enveloped Dwellings (ATED) advice and reporting – for companies owning residential property worth £500k or more
- Tax reporting – including Rental Accounts, Self-Assessment Tax Returns, CGT Returns, ATED Returns
Our goal is to add value, reduce tax burdens, and give you the security of knowing your wealth is in safe hands.
Talk to us today to find out more.
Sarah Clarke-Rae, Wilson Partners
Our tax case studies
We’re proud of what we do in partnership with our clients. Here are some of the projects we’ve worked on with them:
Change of property ownership led to £64,728 tax savings
We enjoy finding solutions to our client’s problems – we apply our knowledge and experience to the facts our clients present to us and look to find the way forward that minimises the taxes……
Inheritance tax review saves £1.7m on a £5m estate
We enjoy finding solutions to our client’s problems – the “fact find” is nearly always the key to the solution. Once we have our hands on the facts, the solution is an application of our tax…
Pensions tax advice saves £65,240
Finding solutions to our client’s problems starts with the facts and once we had our hands on the facts we were able to find the optimum solution for Mrs B.
Our people
It’s all about the people! We work hard to maintain our unique culture and recruit those who share our passion for client service, the value we can add to those around us and our never-ending quest to develop ourselves and our clients.
Sara Pedrotti
Sonia Munder
Sarah Clarke-Rae
Rachel Bowden
Louise Jones
Gordon McCaw
Ben Fiddes
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