Onboarding call
We start with a call to understand your portfolio, your goals, and where you are heading. We set up reporting frameworks and agree how we work together.
More than an accountant - a dedicated partner who understands where your portfolio is going and helps you get there faster. Full compliance taken care of, quarterly performance reporting, and a trusted point of contact for everything property related.
Landlords who are actively growing their portfolio and want a partner who stays close to the numbers throughout the year - not just at filing time. If you are acquiring properties, refinancing, or planning your next move, this service gives you the tax expertise, reporting, and introductions to make better decisions faster.
DISCOVER WHAT HAPPENS NEXT
We start with a call to understand your portfolio, your goals, and where you are heading. We set up reporting frameworks and agree how we work together.
Accounts, CT returns, Self Assessment, confirmation statements, and MTD (If needed) - all handled. You focus on growing. We handle keeping everything compliant.
Every quarter we send you a performance report covering your portfolio - income, ROI, tax position, and what has changed since last time.
A dedicated point of contact throughout the year. New acquisition? Refinancing? CGT event? We are involved from the start, not just at the end.
WHAT'S INCLUDED
Everything you need to stay fully compliant throughout the year, handled as part of one ongoing engagement: Annual accounts filed with Companies House - Corporation tax return (CT600) filed with HMRC - Confirmation statement - Self Assessment for a director - MTD quarterly submissions - Registered office address - post scanned and forwarded by email
Every quarter we produce a report covering your portfolio performance — rental income, yields, expenses, and tax position. Designed to give you a clear view of how your portfolio is performing throughout the year, not just at filing time.
We track return on investment across your properties so you know which are performing, which are underperforming, and where your capital is working hardest. Useful data when making decisions about acquisitions, sales, or refinancing.
When you are looking at a new acquisition, we are involved early. We review the numbers, model the tax implications, and help you structure the purchase correctly from the start - whether that is personal ownership, a limited company, or otherwise.
Capital gains events, remortgaging, buying a property - we advise on the tax implications before you act, not after. Proactive planning rather than reactive filing.
We connect you with trusted partners across the property ecosystem - mortgage brokers, letting agents, solicitors, and surveyors. People who understand property investors and can move quickly when you need them to.
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.
A named Tax Advisor will review your enquiry and respond within one business day.