Landlord Planning

If you have a property portfolio with 4 or more properties, we can show you how it is possible to reduce Inheritance Tax liability to 0% after only 3 years? Our specialist landlord planning service is for clients who own more than 4 rental properties.

This service offers bespoke planning which aims to place the property portfolio into a specialist Trust environment, making the entire portfolio free of Inheritance Tax liabilities after just 3 years.

The planning involves 3 stages:

  1. Partnership (for at least 1 year)
  2. Incorporation (for 2 years)
  3. Trust (thereafter)

In short, it is possible for the client’s portfolio to be free of inheritance tax in 3 years – without triggering any charges to stamp duty or capital gains tax or without having to remortgage. Furthermore, mortgage interest relief can be claimed against corporation tax. The process takes 3 years.

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    If you want to know more about our wills & legal planning options or wish to discuss your business needs with us, then please get in contact.

    Wills & Legal Planning are not regulated by the Financial Conduct Authority.