Fixed fees, agreed upfront. Then the steps in the right order.

Yes. We work on fixed fees, agreed upfront. After a free first call, we confirm in writing what we'll do, what's included and the fee, before any work starts. You won't get an hourly bill or a surprise invoice. If your plans change and more work is needed, we agree a fee for that extra work with you before doing it.

Because every portfolio is different. The work involved depends on how many properties you own, how they're held, whether a company or partnership is involved, the borrowing, and what you want to achieve. A fixed fee only works if it reflects your actual situation, so we agree it after the free first call, once we understand what's needed.

Everything set out in the engagement letter for that piece of work. Typically that's reviewing your information, modelling the options, a written report with our recommendation, a call to talk it through and answering your follow-up questions. For an implementation project, it can also include coordinating your broker, conveyancer and accountant and the related tax filings. The letter lists exactly what's covered.

Work by other professionals, such as a conveyancer's legal fees, a broker's fees, lender costs or a surveyor's valuation, and any tax that's payable, such as SDLT. Annual accounts and routine tax returns are also outside our fee unless agreed. The engagement letter makes clear what's in and what's out, so there are no grey areas later.

Yes. The first call is free and without obligation. We use it to understand your portfolio and goals, give you an initial view of the options worth exploring and explain what further work would involve. If you decide to go ahead, we'll then confirm the scope and fixed fee in writing. If not, there's nothing to pay.

We tell you before doing anything extra. Sometimes new facts come to light, such as a property held in a different name, a past gift or a lender requirement. If that changes the scope, we explain why, agree a fixed fee for the additional work and only then carry it out. You stay in control of the cost.

It starts with a free first call. If it makes sense to work together, we agree the scope and fixed fee, then gather your information. We model the options, such as staying personal, incorporating or restructuring ownership, and send a written recommendation. Where you go ahead, we coordinate the steps with your broker, conveyancer and accountant, then help with the filings.

A review and written recommendation usually takes a few weeks from receiving your information, depending on the size of the portfolio. Implementing a change, such as incorporating, takes longer because lenders, valuers and conveyancers are involved, often a few months. We'll give you a realistic timetable at the start and plan around any mortgage or completion dates.

Our team, from the first call to the final filing. The team is Big 4-trained and includes ICAEW and ACCA Chartered Accountants, and every plan is reviewed by a Chartered Tax Adviser. You won't be passed between departments, so you won't have to explain your portfolio twice.

Usually a schedule of your properties with purchase dates, costs, current values, mortgage balances and rents, plus your recent tax returns and, for a company, its accounts. If properties are jointly owned or held on trust, we'll ask about that too. After the first call we send a specific list, so you only gather what's relevant.

Yes. Most structural changes need all three. Your broker arranges any new or transferred lending, your conveyancer handles transfers and the Land Registry, and we design the tax side and the order of steps. We keep everyone working from the same plan, which avoids delays and steps taken in the wrong order.

We respond the same working day, throughout the work. We plan around the dates that matter to you, such as a remortgage, an exchange of contracts or a tax deadline. If something urgent comes up, such as a question from a lender or a change to a completion date, tell us and we'll prioritise it.

Yes. Our recommendations are set out in writing, with the numbers behind them and the main risks and conditions explained in plain English. That gives you something to share with your family, broker or accountant and a record of why a decision was made. Key decisions on calls are confirmed by email.

Most of our work happens by video call, phone and email, which suits landlords across the UK and overseas. Some clients like to meet at a key stage, such as when a family is deciding how to pass on a portfolio. Ask if an in-person meeting would help. Either way, you deal with the same senior adviser.

We help with the follow-through: the SDLT returns, any capital gains tax reporting, claims such as incorporation relief, and what needs to go on your tax returns or the company's. We'll also point out ongoing obligations, such as ATED returns for higher-value homes in a company. Your accountant then takes over the annual compliance, with a clear handover.

Yes. Many landlords start with a fixed-fee review of their position: how the portfolio is taxed today, what the main options are and roughly what each would cost and save. You can then decide whether to go further. The review is often all that's needed if the answer is to keep things as they are.