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Our tax portal

We have a number of features on this course
- Meet with Simon every Wednesday at 7pm to ask your tax questions
- 10+ tax calculators that you can use online
- 50+ tax video guides for the self-employed, products sales companies and investors
- 50+ step by step guide of how to save tax

Types of tax you will want to reduce

Stamp Duty land Tax (SDLT)

When you are buying a property investment

Value Added Tax (VAT)

Charging and claiming VAT on products and services.

Income Tax

Tax on the profits you make as a self employed person or other investment income you receive

Corporation Tax

On the profits that you make within a limited company

Capital Gains Tax (CGT)

Tax when selling investments that you have made

Inheritance Tax (IHT)

Tax that you or your loved ones will pay upon death

What our clients say.

Want to watch us save you tax?

You can join Simon Misiewicz, the co-founder, of Optimise Accountants each Wednesday to stay on top of the world of tax changes. There are also over 50+ tax videos for you to watch and learn how to be more tax-efficient in the future.

Why should I sign up for this course?

There are so many tax changes going on all the time. It is difficult to keep on top of them,. That is why we have developed a course that provides answers to the ultimate question of "You don't know what you. don't know.

How can I gift my assets to my children to avoid IHT?

It is possible to gift a buy to let property investment to a child. You may pay Capital Gains Tax (CGT) when passing a buy to let property to a child. However, using a trust wrapper allows you to use your IHT lifetime allowance rather than being charged CGT. See the article for more details: https://www.optimiseaccountants.co.uk/gifting-buy-to-lets-properties-to-children/. Our accountants for property investors can help you reduce tax too.

How do I extract cash out of a limited company in the most tax efficient way?

There are many ways in which you can extract money from a limited company. The most obvious ones are wages and dividends. However, there are many golden nuggets that may be extracted from your limited company gold mine. The tax you save using a property accountant will be significantly more than the cost.

How do I transfer a property into a limited company?

Landlords want to use a property investment company as it saves tax. It makes sense that those landlords also want to transfer their existing property portfolio into a property investment company.

Transferring properties to a limited company from your personal name will on the majority of occasions incur a Capital Gains Tax (CGT) charge on you as the seller. You will also have a Stamp Duty Land Tax (SDLT) charged by the purchasing limited company. Both of these may be avoided using the incorporation reliefs of moving properties to a limited company via a partnership. Read our article here: https://www.optimiseaccountants.co.uk/transfer-properties-to-a-limited-company/

When does Stamp Duty Land tax apply to property developers and when doesn’t it?

Stamp Duty Land Tax (SDLT) is a tax that is paid by property investors and developers when a property is purchased. There is also the new 3% SDLT surcharge that applies to residential property investments. However, like many taxes SDLT is optional. As a property developer, it is possible not to pay SDLT on residential property investments. In this article, we explore the many ways in which SDLT may be avoided altogether: https://www.optimiseaccountants.co.uk/developers-do-not-pay-sdlt-on-flips/

 

SDLT can be tricky for landlords using property investment companies.

How does Section 24 (mortgage interest relief) affect my tax position?

Section 24 mortgage interest relief cap started to come into effect 2017/18 with the reduction of 25% to the amount of mortgage interest that is allowed to be offset against your property income. From 2020/21 landlords will no longer be able to offset mortgage interest against their property income. This means that the majority of landlords will pay more tax. In this article, we explore what Section 24 is, how it will affect you as a property investor and what may be done to mitigate its effect. Article: https://www.optimiseaccountants.co.uk/how-section-24-affect-property-investors/

A lot more landlords are now using property investment companies to save tax.

Enrol on our online accounting course

Consultation options.

We offer the two following options for initial consultations.

CALL OPTION ONE

Our Ongoing Accountancy Services

Fixed price irrespective of how many properties you have

We charge on a fixed monthly fee

  • - Accounts submitted to HMRC & Companies House

  • - One hour onboarding tax call

  • - Unlimited 30 minute tax calls

  • - An holistic review of your tax structure and future plans

  • - Annual tax return review to discuss future tax plans

Our Monthly Accountancy Services

CALL OPTION TWO

Tax Consultation + Tax Report + Video Recording

(Free for clients)

Want tax advice right now? Book today

  • - Upload your questions in advance

  • - Our Tax Advisors collectively discuss your questions

  • - A qualified tax advisors discuss the very best solution with you

  • - A tax report & meeting recording is sent within 24 hours

  • - Clarification questions are answered via email

Tax call from £199.95

Booking your appointment.