Property Tax Planning


The advice you receive when buying a property varies depending upon your personal tax position and what funding you require at the time of purchase.

Property owners have been propelled into action by recent UK Budget proposals and the tax changes and relief changes that have now been made more difficult to receive, such as the cap on mortgage interest rate relief for personal property investors.

According to a comprehensive study of UK housing by Savills, the value of net housing equity owned as buy to lets has now overtaken owner occupied homes.

As well as those who invest in property, rising house prices have meant that the value of the family home has pushed many more estates over the inheritance tax nil rate band which has lead to many more families looking for assistance in minimising their inheritance tax liabilities.

Although the UK economy has taken a hit after the Brexit result in May 2016, the property market in the UK remains buoyant. Property owners and their advisors are considering the best and most tax efficient ways of structuring their existing property portfolios and are looking to find the right structures for buying new.

At Fortress, we are dedicated to finding the right solution for you, not just for the short term but to meet your long term objectives. Our team can review your existing property holdings and advise on how best to structure going forward.

Our property tax planning solutions include;

  • Inheritance tax planning for property assets
  • Owning property personally vs owning property in a corporate vehicle
  • Capital Gains Tax planning
  • Stamp Duty Land Tax solutions
  • Property legal services

If you need assistance with property tax planning, please contact us.