Property Case Studies

Client A

Client A is a property investor owning three buy-to-let properties and is also in full-time employment. From the outset we were able to advise the client of various tax planning issues covering areas such as preserving the private residence exemption, holding the investment properties through a limited company and transfer of ownership between spouses. Leftley Rowe prepares the rental accounts on an annual basis and advises on the allowable deductions for tax purposes to ensure tax liabilities are reduced.

Client B

Client B owns limited companies within a group structure. Each company carries out a different activity namely trading, investment and development. Leftley Rowe is able to advise the client on specific audit, accounting and tax issues. These include VAT, long term contracts and stamp duty land tax. We offer our client proactive advice by meeting them on a regular basis to ensure that they are aware of the main tax planning opportunities prior to their financial year end.