Property Structuring

The right wrapper for the portfolio.

How property is held drives the tax it suffers, whether in personal names, a company, a partnership or a family investment company. We structure portfolios for income today and succession tomorrow.

  • Personal vs company ownership, modelled with real numbers
  • Portfolio incorporation, with CGT, SDLT and refinancing considered together
  • Family investment companies for larger portfolios
  • Restructuring ahead of sales, gifts or generational handover

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