Investment Tax Expertise
Since our founding in 2003, Optimise Accountants has carved out a specialised niche in UK Investment (Stocks and shares, ISAs, etc & property tax and UK tax planning. We work with landlords & investors and their extended families who find themselves wrestling with complex cross-border investments. As recognised Investment Tax & property accountant specialists, we’ve built our reputation on helping clients achieve substantial savings through strategic planning around CGT UK, stamp duty, and IHT optimisation.
What really sets us apart from typical UK accountants is our unique focus on helping clients save thousands of pounds through proactive & forward-thinking tax planning and carefully crafted succession strategies.
There are different strategies for basic rate taxpayers as they are for high rate and additional rate taxpayers. We ensure we provide the right strategy to meet your needs.
There are different rates of taxation that are applied to investment income such as interest income, dividend income and rental income. We ensure you have a mix of investments that minimise the tax liability by making the most of your annual exemptions.
There are many tax-free income streams that you can take advantage of, and we are here to ensure you benefit from them. They change from year to year, so it is important to work with us as your investment accountants.
About Our Founder: Simon Misiewicz (FCCA, ATT, SWW)
Simon Misiewicz brings credentials that truly distinguish Optimise Accountants in the crowded investment & property field. He’s a Chartered Certified Accountant (ACCA Fellow), member of the Association of Taxation Technicians (ATT), and qualified will writer with the Society of Will Writers (SWW). This combination gives him technical expertise alongside practical succession planning knowledge that’s hard to find elsewhere.
Simon’s thought leadership reaches across multiple platforms, building credibility that clients can actually verify. His Amazon Author Page showcases comprehensive eBooks covering UK tax planning. He regularly contributes to Property118, the UK’s leading landlord advice platform, and maintains an active LinkedIn presence where he tackles international tax matters for professional audiences.
📚 Author on Amazon – Simon has published a series of eBooks on UK and US tax planning, providing practical guidance for landlords, expats, and families.
👉 View Simon’s Amazon Author Page
✍️ Blogger – Maintains a presence on Blogger, sharing articles on tax and investment strategies.
👉 Blogger Profile
💬 Community Contributor – Actively answers buy to. let tax questions across major forums:
📰 Property118 Contributor – Regular writer on UK tax issues for the well-known landlord advice platform Property118.
👉 View Simon’s Property118 Articles
🌍 LinkedIn Thought Leader – Publishes articles and commentary on UK, US, and international matters to a professional audience.
👉 Simon Misiewicz on LinkedIn
Featured on various podcasts
🎙️ Guest on Property Solvers Podcast – “The Ongoing Effects of Section 24” (2024)
🎙️ Inside Property Investing Podcast – Practical strategies for landlords (2015)
Quantified Client Success and Tax Savings
Recent changes in UK taxation have opened up significant opportunities for specialist intervention. With SDLT rates updated in October 2024 and the additional surcharge now sitting at 5%, strategic planning becomes increasingly valuable for investors.
Section 24 mortgage interest relief restrictions continue to hit landlords hard. Higher and additional rate taxpayers face particular challenges since they can only claim 20% tax credit rather than full relief, often pushing portfolios into less profitable territory. Our proactive planning helps clients navigate these restrictions through incorporation strategies, expense optimisation, and capital gains planning that can save thousands annually.
Comprehensive Investment Tax & Property Accountants
UK Self-Assessment Returns and Compliance
We specialise in UK self-assessment returns for investors, making sure you stay compliant with Making Tax Digital (MTD) requirements while maximising available reliefs. Our service covers CGT that meet the 60-day reporting deadline, stamp dut planning, and IHT structuring for investment portfolios.
Capital Gains Optimisation
With residential capital gains UK rates at 24% for higher rate taxpayers from October 2024, strategic planning becomes crucial. We help clients make the most of available exemptions, structure disposal timing, and implement succession planning that minimises CGT exposure for current and future generations.
Professional Recognition and Awards
Simon’s professional qualifications go beyond standard industry requirements, with Professional Certificate credentials in UK Taxation providing specialised expertise in stamp duty, CGT, and IHT planning.
Recent industry recognition includes acknowledgement for exceptional consultation services, particularly for international and expatriate clients requiring complex cross-border solutions. This recognition positions Optimise Accountants alongside established firms serving thousands of buy to let owners while maintaining our distinctive specialisation in UK tax matters.
Modern Service Delivery and Client Support
We blend traditional expertise with contemporary service delivery methods. Our Investment tax consultation process includes structured assessment meetings, digital document sharing, and clear communication timelines that help clients understand both their current position and available optimisation strategies.
Our approach tackles common investment tax challenges, including Section 24 compliance, MTD preparation for landlords with income over £50,000 (mandatory from April 2026), and the 19% corporation tax rates affecting incorporated buy to let businesses. We provide ongoing support for complex scenarios, including serviced accommodation, HMOs, and commercial property investments that need specialised treatment.
Expertise That Delivers Results
Over 20 years of focused practice has established Optimise Accountants as a trusted advisor for landlords, investors, and expatriate families requiring sophisticated planning. Our specialisation in IHT and CGT.
Industry data confirms the value of specialist intervention: stamp duty refunds average £27,000 per case where professional review identifies HMRC overpayments, while estate and planning specialists report helping clients save minimum £40,000 in potential taxes through proactive structuring.
Whether you’re building an investment portfolio, planning an international relocation, or protecting your family’s legacy, Optimise Accountants provides the technical expertise and practical guidance needed to navigate today’s complex tax landscape.
Our combination of verifiable credentials, proven track record, and unique cross-border specialisation means clients receive advice that goes beyond standard accountancy services to deliver measurable, long-term value.
Contact us today for a consultation that addresses your specific circumstances and identifies opportunities for optimisation within current UK and international tax regulations.
