Sarah Clarke, 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…
Katie Hathaway
Bobby Battu
Bhavika Nesbitt
Sarah Clarke
David O’Farrell
Jenny Evans
Jack Brand
Amie Ellison
Danny Bignell
Yanelisa Mbaba
Aaron Sandhu
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:
It’s not too late to undertake some end of year tax planning. If you have some spare cash, an obvious tax planning point would be to maximise your ISA allowances for the 2023/24 tax year (currently £20,000 each).
Latest blog:
Let’s face it, none of us want to think about when we’re going to die, let alone talk about it, or consider if there’s going to be a tax bill waiting for our loved ones once we’re gone. But it’s really important to understand what your Estate is…
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Latest News:
In a press release published on 19 February 2024, the Government announced that planning rules will be changed to protect local residents in England from being pushed out of their communities by excessive short-term lets.
Latest blog:
Certain firms exclusively pursue large-scale deals exceeding £100 million, while others concentrate on smaller transactions. Furthermore, some firms differentiate themselves with distinctive expertise, effectively assisting companies in…
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