“With inheritance tax currently at 40%, there is potentially a large tax bill to pay and careful planning in this area can really add value and save substantial sums”

Steve Lawrey, Wilson Partners

Stephen Lawrey, Tax Director, Wilson Partners.
What we do > Private individuals > Property taxation

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.

We saved in excess of £500k for one client with multiple Airbnb

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:

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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……

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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…

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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…

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