Tell us about your portfolio.

So the team you speak to is prepared. Knowing roughly how many properties you own, how they're held, what's borrowed and what you want to achieve lets the first call focus on your options rather than background questions. It also helps us tell you quickly whether we're the right fit, so neither of us wastes time.

About two minutes. There are three short steps: who you are, your portfolio and what you want to achieve, and how to reach you. You don't need any documents to complete it, and you can add the detail on the call. If you'd rather not use a form, email or phone us instead and we'll respond the same working day.

A band, by number of properties and rough value, is enough to show the scale of the work. Size affects which options are worth modelling: incorporation, for example, involves costs that only make sense above a certain level of borrowing and profit. Few landlords have up-to-date valuations when they first get in touch, and you don't need them.

Please still get in touch. Landlords with a smaller portfolio often have the most to gain from getting the structure right early, before they buy more. We'll be honest about whether a change is worth the cost. Sometimes the best advice for a smaller portfolio is to keep it personally owned and buy future properties differently.

Yes. Choose the band that fits and add a line about anything unusual, such as properties held in different names, a partnership, an existing company or properties overseas. The adviser will use that to prepare. We've worked with portfolios up to £30m, and larger or more complex cases simply mean a longer first conversation.

A list of your properties with rough values, mortgage balances and monthly rent is the most useful thing. It also helps to know whose names each property is in, roughly when you bought them and what you paid, and whether any are in a company already. Your latest tax return is handy. Estimates are fine at this stage.

Where it looks like a fit, you can usually choose a time for a call straight away. Otherwise, we respond the same working day to arrange one. Either way, your call is with the team who would work on your portfolio, not a sales team. You'll get a confirmation so you know your enquiry has arrived.

We work on fixed fees, agreed upfront. The first call is free. If it makes sense to work together, we'll confirm in writing exactly what we'll do and the fee for it before any work starts. The fee depends on the size and complexity of the portfolio and what's involved, which is why we agree it after we've spoken.

We respond the same working day during normal UK business hours, Monday to Friday. If you submit the form in the evening or at the weekend, we'll reply on the next working day, or you may be able to choose a call time straight away. If a deadline is pressing, such as a completion date, mention it on the form.

No. The first call is free and without obligation. It's about understanding your portfolio and whether there's planning worth doing. If there is, we'll set out the scope and a fixed fee in writing so you can decide in your own time. Many landlords take a few weeks to think it over, and that's fine.

Usually your goals first: growing the portfolio, reducing the tax on rent, selling some properties, or passing them to your children. Then how the properties are owned, financed and taxed today. The adviser will outline which options look worth exploring and the main tax points for each. It's a conversation, not formal advice.

Yes, and it often helps. Where properties are owned jointly or a family is involved, decisions usually affect more than one person, and it's useful for everyone to hear the same explanation. Your accountant or broker is welcome to join too. Just mention who'll be on the call when you book.

Yes. Choose the introducer option on the form and say whether you'd like us to speak to you first or to your client directly. We advise only on property tax, so we won't compete for your client's mortgage, letting, accounts or investment work. You can describe the client in general terms at first if you prefer.

Yes, if you can. A remortgage is often the natural point to change structure, because moving properties into a company usually means new company lending anyway. Speaking to us a few months before your products end gives time to model the options and line up a broker. Leaving it until the last minute can force a decision.

It's used only to respond to your enquiry and prepare for the call. The first conversation is confidential, so you can explain your situation openly. You can leave out names or addresses if you'd rather. Our privacy policy explains how we handle personal data and which service providers help us run the website.

Yes, but get in touch as soon as you can. If transfers or sales have already happened, deadlines may already be running, such as the 60-day capital gains return or the 14-day SDLT return. We'll review what's been done, check any exposure and tell you what still needs to happen.