FOR INTERMEDIARY USE ONLY
Through this portal, you can now arrange for your Landlord clients to receive swift, bespoke & independent Tax Structure Advice from our provider panel, led by a UK Top 100 firm of Chartered Accountants; with 17 Partners and 125 staff, 3 UK locations (providing nationwide coverage), established for more than 70 years.
With the raft of incoming tax and relief changes now impacting every Landlord, it is essential that Intermediaries do not inadvertently (or otherwise) give their clients’ tax advice when not qualified to do so. A professional Tax Adviser will be able to guide your client as to the best way forward – as either a private individual, Partnership or Limited Company.
Using this specially-created LSS service, whenever you now identify the need, you can quickly arrange for your client to receive an individually-tailored, professional and indemnified opinion regarding the optimum tax structure in which to hold their new or existing BTL property/s, by simply completing this Tax Advice Questionnaire with your clients.
Based on the information provided, and any follow-up conversations held directly with your client, the Tax Adviser will then be able to construct and provide their formal, written opinion.
What is in the Tax Advice Letter? (Click here)
What is in the Tax Advice Letter?
- Summary of client’s current position and how the recent tax changes will impact them personally in the coming years.
- Summary of the options for their existing Buy to Let portfolio, with the related specific tax consequences if they left the properties in their personal names, or if they transferred them to a Limited Company
- Summary of the tax consequences, based on the client’s individual circumstances, for any future Buy to Let purchases, and if they should be purchased personally, or through a Limited Company.
- Formal conclusion/recommendation, based on the client’s individual circumstances, of how they should be best structuring the ownership of their investment property/s going forward to achieve maximum tax efficiency.
- To see an example of the Tax Advice Letter please click here
With a copy of the advice sent to the client, and a copy sent to you, you can then proceed to advise your client on the most appropriate BTL finance options, based on the professional tax advice they have now received, and without any risk that you might have given that tax advice.
The entire process – from submission of the online questionnaire, to client’s receipt of the written advice – can be achieved in 3 days (or less), provided the client is fully responsive.
For this bespoke service, your client will be charged a flat fee of £300+VAT – payable by them, directly to the Accountancy firm.
