Steve Lawrey, Wilson Partners

Property taxation
For many of us, property is one of the most significant investments we make in our lifetime. At Wilson Partners, we consider property carefully within the context of your overall portfolio and understand that it often represents a very substantial proportion of the wealth to be managed and protected.
As we all know only too well, there are significant tax implications associated with the purchase and sale of property – particularly if you own multiple properties – and none of us wants to pay more tax than we need to.
We work closely with you to ensure that taxation is a key consideration at all stages of acquiring, owning or disposing of property and seek to add value and minimise the associated tax burden at all times.
Talk to us today to find out more.
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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 had our hands on the facts, the solution was an application of our tax…
Huge tax savings for property portfolio and Airbnb lets
We enjoy finding solutions to our client’s problems – the “fact find” is nearly always the key to the solution. Invariably, the tax flows out of the facts and once we had our hands on the facts, the…
Allan Wilson
Chris Wilson
Philippa Duckworth
Kayleigh Richardson Taylor
Alan Ross
Neeraj Dhuna
Zoe Hellmuth
Adam Wardle
Dan James
Neel Jobanputra
Jodie Green
Stephen Lawrey
Katie Hathaway
Duncan Bye
Gurpreet Singh
Sieglinde O’Sullivan (Sigi)
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.
Tax eNews:
Following the announcement in the Autumn Budget that there would be a review of the current R&D relief schemes. The treasury has issued a consultation document and we now have further details on the proposed changes to the R&D regimes.
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Wilson Partners is proud to have chosen Alexander Devine Children’s Hospice Service as a chosen charity partner, who also reflect these core values.
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