Financial Planning for Property Landlords & Portfolio Owners

Being a Landlord isn’t just about managing your properties, it’s about structuring your affairs to preserve your future income and assets.

Our Private Client Team are therefore able to provide a bespoke service which may assist you by:

• Minimising or eliminating inheritance tax
• Protecting your assets from the impact of care home fees
• Ensuring your affairs are in order should you lose mental capacity in the future
• Providing security for your loved ones in the event of your death

We understand that the future can seem uncertain, but there are things that you can do now to ensure that your wealth is maximised and your family are protected.

When it comes to complex questions concerning your property, assets and financial affairs, our team are vastly experienced. We can help you plan for the future dealing with all aspects of estate planning, including Wills and Powers of Attorney.

Please also note that if you are considering using a Limited Company to purchase investment property or are planning to transfer your portfolio into one, our Commercial Department can help. From company formation to shareholder agreements to employment matters we can ensure your interests are protected.

For further information or to speak to a member of our team please call 01928 735 333 or click here for a call back.