Our Services
We provide specialist property tax advice to HNW and UHNW clients across SDLT, CGT and IHT, ensuring that decisions made at completion are aligned with longer-term tax outcomes.
Our work is typically centred on SDLT, ensuring the client never overpays on their property at completion. This is particularly common in transactions involving mixed-use elements, shell & core properties, or non-standard assets, where a clear and defensible position is required.
We are often used a catalyst in helping complex transactions proceed, particularly where uncertainty around SDLT may otherwise delay or impact the deal.
Furthermore, through our CGT and IHT specialists we ensure that decisions made at purchase do not create unnecessary tax exposure later, positioning you efficiently for future sale and succession planning.
Our approach is specialist, tailored and discreet, working alongside you and your advisors to deliver clear, commercially focused advice.
Where We Add Value
-
Residential SDLT (£2 million upwards)
-
SDLT Reliefs (there are 49 available)
-
SDLT Structuring/Planning
-
Complex Transactions
-
Estate, Succession, and IHT Planning
-
Property Incorporations and all associated property taxes including SDLT, Capital Gains Tax and VAT
-
Family Investment Companies
-
Trusts
How We Work With You
• Pre-completion review for reliefs/planning
• Recommendations
• Engagement and fee agreement
• Written advice to client and lawyer with SDLT submission where
required.
FAQ’s
What is Stamp Duty Land Tax (SDLT)?
SDLT is a tax you pay when buying property or land in England or Northern Ireland. The rate depends on the purchase price, property type, and buyer’s circumstances.
Can SDLT be reduced?
Yes. Certain transactions may qualify for reliefs or reclassifications under tax legislation. We assess eligibility on a case-by-case basis based on the property and parties involved.
When should I involve you?
Ideally before completion, so any eligible relief can be applied from the outset. However, we can also review completed transactions and identify opportunities for reclaiming overpaid tax.
What information do you need to review a case?
Basic transaction details (purchase price, contract/lease, property information, and buyer background).
How long does it take?
Once we receive the required documents and engagement is confirmed, advice can usually be issued promptly to align with conveyancing timelines.
Is this compliant with HMRC rules?
Yes. All advice is based strictly on current tax legislation and HMRC guidance.
Is this a tax scheme?
No. Our work is fully legislative and compliant, not scheme-based or artificial in nature.
Can you liaise with my solicitor?
Yes. We often work directly with solicitors to ensure reliefs are correctly claimed on submission.