--- title: Property Portfolio Analysis | Taxdvisory description: "A full review of your property portfolio: incorporation modelling, CGT and stamp duty costs, and a written strategy to cut your annual tax. £600–£1,499." --- [![Taxdvisory](https://advisory.taxd.co.uk/hubfs/raw_assets/public/Advisory/images/taxdvisory-logo.png)](https://advisory.taxd.co.uk/?hsLang=en-gb) Solutions ![](https://advisory.taxd.co.uk/hubfs/raw_assets/public/Advisory/images/chevron-down.svg) [Expats](https://advisory.taxd.co.uk/expats?hsLang=en-gb) [Landlords](https://advisory.taxd.co.uk/landlord?hsLang=en-gb) [Business Owners](https://advisory.taxd.co.uk/business-owners?hsLang=en-gb) [About us](https://advisory.taxd.co.uk/about-us?hsLang=en-gb) [Contact us](https://advisory.taxd.co.uk/contact-us?hsLang=en-gb) [Go to Taxd DIY](https://taxd.co.uk/) [View All Solutions](https://advisory.taxd.co.uk/?hsLang=en-gb#solutions) Menu ![](https://advisory.taxd.co.uk/hubfs/raw_assets/public/Advisory/images/align-right.svg) Close menu ![](https://advisory.taxd.co.uk/hubfs/raw_assets/public/Advisory/images/x.svg) Solutions: [Expats ![](https://advisory.taxd.co.uk/hubfs/raw_assets/public/Advisory/images/chevron-right.svg)](https://advisory.taxd.co.uk/expats?hsLang=en-gb) [Landlords ![](https://advisory.taxd.co.uk/hubfs/raw_assets/public/Advisory/images/chevron-right.svg)](https://advisory.taxd.co.uk/landlord?hsLang=en-gb) [Business Owners ![](https://advisory.taxd.co.uk/hubfs/raw_assets/public/Advisory/images/chevron-right.svg)](https://advisory.taxd.co.uk/business-owners?hsLang=en-gb) [About us](https://advisory.taxd.co.uk/about-us?hsLang=en-gb) [Contact us](https://advisory.taxd.co.uk/contact-us?hsLang=en-gb) [Go to Taxd DIY](https://taxd.co.uk/) © 2026 Tax’d Ltd t/a Taxd # Property Portfolio *Analysis* A deep dive into your property portfolio with a focus on tax efficiency. We review your current structure, model the impact of moving properties into a limited company, and give you a clear strategy to reduce your annual tax bill going forward. Portfolio landlords Buy to let investors Property investors planning ahead WHO THIS IS FOR ## Who this service is for? Landlords who own properties in their personal name and want to understand whether incorporating makes financial sense — and what it would actually cost them to do so. The analysis covers CGT, SDLT, and the long-term tax savings, so you can make an informed decision rather than relying on general advice. DISCOVER WHAT HAPPENS NEXT 01 ### Book and pay Purchase the service and share the details of your portfolio. We will confirm the fee based on the size and complexity of your holdings. 02 ### Portfolio review Our team analyses your current portfolio structure - properties, ownership, income, mortgage position, and current tax exposure - to build a clear picture before modelling any changes. 03 ### Strategy call A Google Meet with one of our property tax specialists to walk through the findings, discuss the CGT and SDLT implications of incorporation, and agree on the best path forward. 04 ### Written strategy report A detailed written report covering the full analysis, costs of moving to a limited company structure, and a clear strategy to reduce your annual tax liability going forward. WHAT'S INCLUDED ## What is included 01 ### Review of property portfolio ![](https://advisory.taxd.co.uk/hubfs/raw_assets/public/Advisory/images/chevron-down.svg) We review your full portfolio - number of properties, ownership structure, rental income, mortgage positions, and current tax treatment. This gives us the baseline we need before modelling any structural changes or future strategy. 02 ### Analysis on benefits of moving properties to a Ltd company ![](https://advisory.taxd.co.uk/hubfs/raw_assets/public/Advisory/images/chevron-down.svg) We model the potential tax savings of operating through a limited company versus your current personal ownership structure. This includes the impact on income tax, mortgage interest relief, and long-term wealth extraction - specific to your numbers. 03 ### CGT and SDLT considerations and costs ![](https://advisory.taxd.co.uk/hubfs/raw_assets/public/Advisory/images/chevron-down.svg) Moving properties into a limited company is not free. We calculate the Capital Gains Tax and Stamp Duty Land Tax implications of doing so, so you know the upfront cost of incorporation and can weigh this against the long-term savings before making any decisions. 04 ### Strategy going forward to reduce annual taxes ![](https://advisory.taxd.co.uk/hubfs/raw_assets/public/Advisory/images/chevron-down.svg) Beyond the incorporation question, we identify other opportunities to reduce your annual tax liability - allowable expenses, timing of income, pension contributions, and structuring between co-owners. The goal is a clear, actionable plan for the years ahead. Advisory fee £600–£1,499 VAT inc. Final fee confirmed before work starts, based on the size of your portfolio. Request a call → We'll confirm your call within one business day. [Trustpilot](https://uk.trustpilot.com/review/taxd.co.uk) ![Taxdvisory](https://advisory.taxd.co.uk/hubfs/raw_assets/public/Advisory/images/taxdvisory-logo.png) Taxdvisory is the advisory service of Tax'd Ltd, trading as Taxd. Taxd is recognised by HMRC for Self Assessment, Corporation Tax, Partnership returns and Making Tax Digital, and supervised by the Association of Taxation Technicians (ATT) for anti-money laundering. © 2026 Tax'd Ltd t/a Taxd ![](https://advisory.taxd.co.uk/hubfs/raw_assets/public/Advisory/images/footer-image.png) ## Send us a *message.* Close Tell us about your situation and what you’re looking to achieve. A named Tax Advisor will review your enquiry and respond within one business day. All enquiries are treated in full confidence and we never share your details with third parties. Send message → ### Message received A named Tax Advisor will review your enquiry and respond within one business day. Close