5 steps to ensure your clients’ property portfolios are tax efficient

In these turbulent financial times where landlords are being squeezed with higher interest rates, increased taxation and more legislation, it’s really important for your clients to review their tax efficiency. Being more tax efficient will help generate much needed profits for reinvestment and financial security.

We were joined by Mark Stemp, Partner at Crowe U.K. LLP. His approach is to keep things straightforward and explain complex things in a simple way.

In this webinar, you will take away:

1. An understanding of different ownership structures and the tax position of each
2. How to calculate your rental profits for income tax purposes including understanding tax deductible expenses
3. How loan interest relief is impacting your annual tax liability on your own portfolio
4. How the tax position varies if you held your property in a company
5. The Inheritance Tax impact and opportunity of a company structure

Handout 

We’ve provided you with a useful handout to recap on what was covered. Please click the below button to view.

About the presenter

Mark is a Private Client Tax Partner of the national audit, tax, advisory and risk firm, Crowe UK. He provides tax advice to help clients not only overcome their tax problems, but also to help them become and remain tax efficient. He advises on all aspects of the tax system but in particular Income Tax, Capital Gains Tax and Inheritance Tax. Many of his clients are either investors or developers of property. His main focus at the moment is advising his clients on the best structure for their property businesses particularly in view of the tax changes for residential property.