Specialist property tax input, without stepping on your client relationship.

No. Property Tax Advisory gives property tax advice and helps implement it. We don't arrange mortgages, manage lettings, sell investments or take over a landlord's annual accounts and returns as a matter of course. Your client stays your client, and we'll send them back to you for everything outside the tax advice we've been asked to give.

When a landlord asks whether to buy in a limited company, wants to move existing properties into one, or is refinancing a portfolio and wondering about the structure. Brokers can't give tax advice, and lenders often expect the client to have taken it. Bringing us in early means the lending and the tax plan fit together rather than pulling in different directions.

Letting agents are often the first to hear that a landlord is worried about Section 24, thinking of selling up, planning to move abroad or wanting to pass properties to their children. Each of those has tax consequences that need proper advice. Referring them to a specialist helps the landlord make a considered decision, which often means they keep the portfolio rather than sell.

Many accountants handle landlords' annual accounts and returns well, then bring us in for one-off decisions: incorporating a portfolio, restructuring joint ownership, a large disposal, inheritance tax planning or a Family Investment Company. We provide the specialist analysis and implementation, and hand back to you for the ongoing compliance. You stay the client's accountant throughout.

Usually succession and inheritance tax questions for clients whose wealth is largely in let property, which typically doesn't qualify for Business Relief. We can look at the options for passing property or its growth to the next generation, such as gifts, trusts or a Family Investment Company, while the wealth manager continues to advise on the client's investments and overall financial plan.

We respond the same working day. An initial view usually comes as a short call, setting out the likely options, the main tax issues and what we'd need to look at in more detail. That gives you something useful to take back to the client before anyone commits to fees.

Yes. We can report through you, join your calls with the client, or work directly with the client and keep you copied in, whichever you prefer. Tell us at the start and we'll stick to it. Our engagement covers only the property tax work agreed in writing, so there's no drift into your area.

A short outline is enough: the number of properties, whose names they're in, rough values, mortgage balances and rents, and what the client wants to achieve. For a company, the latest accounts help. If a purchase, sale or refinance is planned, tell us the timing. We'll say what else we need if it turns out to be complex.

The same way as for anyone else. The first call is free, and we then agree a fixed fee upfront, in writing, with the client before any work starts. The client knows the cost in advance, which makes it easier for you to recommend us. We don't add hidden charges or bill by the hour.

Yes. We understand the questions lenders commonly ask about a property company, such as the shareholders, directors, personal guarantees and the type of company. We'll make sure the tax structure we recommend is one the broker can realistically finance, and we'll keep the broker updated on timing so the lending and the tax steps line up.

Mainly landlords with three or more properties and growing portfolios, from individuals and couples to families and established property companies. We've worked with portfolios up to £30m. For smaller portfolios, we'll be honest about whether a change in structure would pay for itself. Every enquiry gets the same senior attention, whatever its size.

Section 24 squeezing a higher-rate landlord's profits, whether to incorporate an existing portfolio, buying the next property personally or in a company, getting money out of a property company tax-efficiently, selling part of a portfolio, landlords moving abroad, and parents wanting to pass properties to children. Each calls for different analysis, and we explain the trade-offs.

Advice comes from a Big 4-trained team that includes ICAEW and ACCA Chartered Accountants, and every plan is reviewed by a Chartered Tax Adviser. Our team has 15+ years' experience, has advised 100+ landlords and portfolios and has helped incorporate £100m+ of property. The same senior adviser stays involved from the first call to the final filing.

Yes, but it's better to speak to us before anything moves. If properties have already been transferred, we'll review what's been done, check the capital gains tax and SDLT position, look at whether any relief claims are still available and make sure the filing deadlines are met. Acting quickly matters because some deadlines are short.

Use the Book a call form and choose the introducer option, email taxadvisory@aswatax.co.uk, or call or WhatsApp +44 7537 143695. Let us know whether you want us to report through you or work directly with the client, and roughly what they want to achieve. We respond the same working day.

Yes. You can describe the client in general terms and we'll give you an initial view. Anything you tell us is used only to respond to you. Once the client decides to go ahead, we carry out our identity checks with them directly, as the money laundering rules require. There's no charge for that first conversation.